+209.7%
FDG price history and return analytics
+186.8%
+22.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.8% |
| 7D | -3.5% | -2.3% | -1.2% | -0.5% |
| 30D | -14.0% | -5.0% | -9.0% | -7.9% |
| 3M | -10.8% | -4.9% | -5.9% | -4.6% |
| 6M | -11.2% | -1.5% | -9.6% | -8.9% |
| YTD | -6.2% | +8.5% | -14.7% | -15.2% |
| 1Y | -4.0% | +11.4% | -15.3% | -16.0% |
| 3Y | +89.0% | +70.1% | +18.9% | -2.7% |
| 5Y | +33.4% | +53.7% | -20.3% | -21.6% |
| All | +209.7% | +186.8% | +22.9% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling