-62.3%
FGI price history and return analytics
+66.9%
-129.2%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -7.0% | -2.3% | -4.6% | -5.6% |
| 30D | -4.2% | -5.0% | +0.7% | -0.9% |
| 3M | +55.6% | -4.9% | +60.5% | +60.9% |
| 6M | -3.2% | -1.5% | -1.6% | -1.9% |
| YTD | +29.1% | +8.5% | +20.6% | +23.1% |
| 1Y | +51.0% | +11.4% | +39.6% | +42.7% |
| 3Y | +1.5% | +70.1% | -68.6% | -26.8% |
| All | -62.3% | +66.9% | -129.2% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling