+56.6%
FCG price history and return analytics
+224.4%
-167.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.9% |
| 7D | +1.3% | -0.7% | +2.0% | +1.9% |
| 30D | -4.1% | -1.7% | -2.4% | -2.6% |
| 3M | -2.8% | -2.3% | -0.5% | -1.0% |
| 6M | -0.6% | +1.5% | -2.2% | -4.3% |
| YTD | +26.1% | +12.0% | +14.1% | +6.1% |
| 1Y | +23.4% | +12.9% | +10.6% | +2.8% |
| 3Y | +27.8% | +74.9% | -47.1% | -38.9% |
| 5Y | +79.8% | +59.9% | +19.9% | -3.5% |
| 10Y | +56.6% | +224.6% | -168.0% | -63.9% |
| All | +56.6% | +224.4% | -167.7% | -63.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling