+274.8%
FGD price history and return analytics
+374.2%
-99.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.1% | +0.4% | +0.6% | +0.7% |
| 30D | +3.6% | +1.0% | +2.6% | +2.7% |
| 3M | +8.8% | +2.4% | +6.4% | +6.4% |
| 6M | +13.2% | +12.0% | +1.2% | +2.3% |
| YTD | +21.3% | +15.3% | +6.0% | +6.9% |
| 1Y | +31.6% | +22.6% | +9.0% | +9.9% |
| 3Y | +98.3% | +74.7% | +23.6% | +20.8% |
| 5Y | +83.7% | +66.1% | +17.6% | +16.0% |
| 10Y | +165.9% | +225.0% | -59.1% | -4.7% |
| All | +274.8% | +374.2% | -99.4% | -3.0% |
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