+26.2%
FRGN price history and return analytics
+14.6%
+11.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | -1.1% | -1.1% | 0.0% | +0.3% |
| 30D | +0.1% | -1.0% | +1.1% | +1.4% |
| 3M | +1.7% | +3.2% | -1.4% | -2.3% |
| 6M | +15.2% | +12.5% | +2.7% | -0.3% |
| YTD | +24.3% | +14.1% | +10.2% | +6.2% |
| All | +26.2% | +14.6% | +11.6% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling