+0.3%
FIGB price history and return analytics
+85.3%
-85.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -1.4% | -2.0% | +0.6% | -1.3% |
| 30D | -1.2% | -1.4% | +0.2% | -1.1% |
| 3M | -1.6% | +4.7% | -6.3% | -1.9% |
| 6M | -2.5% | +11.4% | -13.9% | -3.3% |
| YTD | -1.7% | +13.1% | -14.7% | -2.6% |
| 1Y | -1.0% | +19.0% | -20.0% | -2.3% |
| 3Y | +12.3% | +73.9% | -61.7% | +7.3% |
| 5Y | -2.3% | +65.4% | -67.7% | -7.5% |
| All | +0.3% | +85.3% | -85.0% | -5.7% |
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