+164.2%
FGD price history and return analytics
+222.7%
-58.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | -0.4% | +2.9% | -3.3% | -2.9% |
| 30D | +2.1% | -2.5% | +4.6% | +4.2% |
| 3M | -1.6% | -3.3% | +1.8% | +1.2% |
| 6M | +4.3% | +1.5% | +2.8% | +2.3% |
| YTD | +15.9% | +11.4% | +4.5% | +4.3% |
| 1Y | +19.2% | +11.9% | +7.3% | +6.8% |
| 3Y | +96.4% | +73.9% | +22.5% | +15.2% |
| 5Y | +76.1% | +57.9% | +18.2% | +12.7% |
| All | +164.2% | +222.7% | -58.5% | -18.6% |
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