+104.0%
FGDL price history and return analytics
+75.6%
+28.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.5% |
| 7D | -1.8% | -0.7% | -1.2% | -1.6% |
| 30D | -4.4% | -1.7% | -2.7% | -3.7% |
| 3M | -8.8% | -2.3% | -6.5% | -7.9% |
| 6M | -15.7% | +1.5% | -17.2% | -16.1% |
| YTD | -7.9% | +12.0% | -19.9% | -11.0% |
| 1Y | -3.5% | +12.9% | -16.4% | -6.9% |
| All | +104.0% | +75.6% | +28.4% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling