+84.3%
FGD price history and return analytics
+66.8%
+17.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +0.5% | +1.0% | -0.5% | -0.2% |
| 30D | +1.9% | -0.2% | +2.1% | +2.1% |
| 3M | +9.1% | +4.5% | +4.6% | +5.3% |
| 6M | +14.1% | +14.1% | 0.0% | +2.9% |
| YTD | +20.2% | +14.8% | +5.4% | +7.9% |
| 1Y | +29.4% | +21.2% | +8.2% | +11.4% |
| 3Y | +99.0% | +76.6% | +22.5% | +26.8% |
| All | +84.3% | +66.8% | +17.6% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling