+258.6%
FGD price history and return analytics
+357.6%
-99.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.2% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +3.4% | -2.6% | +6.0% | +5.6% |
| 3M | -1.6% | -3.2% | +1.7% | +1.0% |
| 6M | +3.8% | +0.9% | +2.8% | +2.4% |
| YTD | +16.1% | +11.3% | +4.8% | +5.2% |
| 1Y | +22.5% | +14.0% | +8.5% | +8.7% |
| 3Y | +97.6% | +75.8% | +21.7% | +19.4% |
| 5Y | +76.6% | +57.8% | +18.8% | +16.4% |
| 10Y | +161.7% | +219.8% | -58.1% | -5.0% |
| All | +258.6% | +357.6% | -99.1% | -4.6% |
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 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