-67.7%
FGI price history and return analytics
+70.9%
-138.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.2% | -0.3% | -24.9% | -25.0% |
| 7D | -14.4% | +2.4% | -16.8% | -15.7% |
| 30D | -11.8% | -1.5% | -10.3% | -10.9% |
| 3M | -46.2% | -4.1% | -42.1% | -44.8% |
| 6M | +5.2% | +0.6% | +4.6% | +5.0% |
| YTD | +10.5% | +11.0% | -0.5% | +3.8% |
| 1Y | +25.5% | +13.3% | +12.2% | +17.1% |
| 3Y | -16.0% | +73.4% | -89.4% | -40.2% |
| All | -67.7% | +70.9% | -138.6% | -73.4% |
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