+108.2%
FGBI vs VT
+11.9%
+96.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | +9.7% | +2.9% | +6.8% | +8.4% |
| 30D | +59.7% | -2.5% | +62.2% | +61.0% |
| 3M | +54.2% | -3.3% | +57.5% | +56.1% |
| 6M | +42.0% | +1.5% | +40.5% | +38.6% |
| YTD | +141.4% | +11.4% | +130.1% | +119.7% |
| 1Y | +108.2% | +11.9% | +96.3% | +88.6% |
| All | +108.2% | +11.9% | +96.3% | +88.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling