+5.1%
FGN vs VT
+65.3%
-60.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -3.5% | +2.9% | -6.4% | -3.9% |
| 30D | -5.8% | -2.5% | -3.3% | -5.4% |
| 3M | -10.2% | -3.3% | -6.9% | -9.8% |
| 6M | -9.0% | +1.5% | -10.6% | -9.3% |
| YTD | -8.8% | +11.4% | -20.2% | -10.5% |
| 1Y | -11.5% | +11.9% | -23.4% | -13.2% |
| All | +5.1% | +65.3% | -60.2% | -4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling