-59.3%
FGI price history and return analytics
+72.4%
-131.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +5.1% |
| 7D | +6.9% | -0.7% | +7.6% | +7.3% |
| 30D | +3.9% | -1.7% | +5.7% | +5.1% |
| 3M | +74.3% | -2.3% | +76.6% | +77.0% |
| 6M | +28.9% | +1.5% | +27.4% | +27.8% |
| YTD | +39.1% | +12.0% | +27.1% | +29.7% |
| 1Y | +49.3% | +12.9% | +36.5% | +39.4% |
| 3Y | +5.7% | +74.9% | -69.2% | -25.2% |
| All | -59.3% | +72.4% | -131.8% | -66.8% |
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