-35.3%
FWRG price history and return analytics
+57.0%
-92.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +2.2% |
| 7D | +2.5% | +2.4% | +0.1% | -0.2% |
| 30D | +11.4% | -1.5% | +12.9% | +13.3% |
| 3M | +1.6% | -4.1% | +5.7% | +6.8% |
| 6M | +22.3% | +0.6% | +21.7% | +20.3% |
| YTD | -12.6% | +11.0% | -23.6% | -24.4% |
| 1Y | -21.5% | +13.3% | -34.8% | -33.8% |
| 3Y | -23.3% | +73.4% | -96.7% | -62.0% |
| All | -35.3% | +57.0% | -92.4% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling