+70.1%
FG price history and return analytics
+90.8%
-20.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +6.4% |
| 7D | +17.7% | +0.4% | +17.4% | +17.3% |
| 30D | +32.7% | -2.6% | +35.3% | +36.4% |
| 3M | -6.7% | -3.2% | -3.4% | -3.3% |
| 6M | -7.9% | +0.9% | -8.9% | -9.8% |
| YTD | -14.6% | +11.3% | -25.9% | -25.9% |
| 1Y | -13.9% | +14.0% | -27.9% | -27.5% |
| 3Y | -27.3% | +75.8% | -103.1% | -65.1% |
| All | +70.1% | +90.8% | -20.7% | -27.5% |
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