-76.5%
FGNX vs VT
+18.7%
-95.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | +1.2% |
| 7D | -3.0% | -2.0% | -1.0% | +2.8% |
| 30D | +15.7% | -1.4% | +17.1% | +20.3% |
| 3M | +33.3% | +4.7% | +28.6% | +13.5% |
| 6M | +18.2% | +11.4% | +6.9% | -14.5% |
| YTD | -41.5% | +13.1% | -54.5% | -58.5% |
| 1Y | -76.5% | +19.0% | -95.5% | -81.4% |
| All | -76.5% | +18.7% | -95.2% | -81.4% |
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 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