-98.8%
FGNX price history and return analytics
+65.7%
-164.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.3% |
| 7D | -4.4% | -1.1% | -3.3% | -3.4% |
| 30D | +14.4% | -1.0% | +15.4% | +15.5% |
| 3M | +23.8% | +3.2% | +20.6% | +20.3% |
| 6M | +18.0% | +12.5% | +5.5% | +8.0% |
| YTD | -41.7% | +14.1% | -55.8% | -46.8% |
| 1Y | -77.7% | +18.9% | -96.6% | -80.0% |
| 3Y | -95.3% | +74.1% | -169.3% | -96.9% |
| All | -98.8% | +65.7% | -164.5% | -99.1% |
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