+155.8%
FCG price history and return analytics
+66.2%
+89.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.5% |
| 7D | -0.3% | +1.0% | -1.3% | -1.2% |
| 30D | +11.9% | -0.2% | +12.2% | +12.1% |
| 3M | +9.6% | +4.5% | +5.1% | +4.6% |
| 6M | +10.3% | +14.1% | -3.7% | -4.3% |
| YTD | +37.1% | +14.8% | +22.3% | +17.8% |
| 1Y | +41.1% | +21.2% | +19.9% | +14.3% |
| 3Y | +28.3% | +76.6% | -48.3% | -30.5% |
| 5Y | +155.8% | +66.6% | +89.2% | +55.9% |
| All | +155.8% | +66.2% | +89.6% | +55.9% |
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 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