+55.0%
FG price history and return analytics
+90.3%
-35.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.1% |
| 7D | -0.4% | +2.4% | -2.8% | -2.8% |
| 30D | +19.8% | -1.5% | +21.3% | +21.7% |
| 3M | -14.3% | -4.1% | -10.2% | -10.2% |
| 6M | -15.5% | +0.6% | -16.1% | -16.8% |
| YTD | -22.2% | +11.0% | -33.2% | -32.3% |
| 1Y | -26.7% | +13.3% | -40.0% | -37.9% |
| 3Y | -31.1% | +73.4% | -104.5% | -66.3% |
| All | +55.0% | +90.3% | -35.4% | -33.7% |
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