+14.2%
FDG price history and return analytics
+21.4%
-7.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +2.6% | +1.0% | +1.6% | +1.4% |
| 30D | -1.4% | -0.2% | -1.1% | -1.0% |
| 3M | -0.4% | +4.5% | -4.9% | -5.4% |
| 6M | +12.2% | +14.1% | -1.8% | -3.8% |
| YTD | +5.4% | +14.8% | -9.4% | -10.5% |
| 1Y | +14.2% | +21.2% | -6.9% | -9.2% |
| All | +14.2% | +21.4% | -7.1% | -9.2% |
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