+137.4%
FTGC price history and return analytics
+222.7%
-85.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +6.1% | -0.7% | +6.8% | +6.3% |
| 3M | +12.8% | +4.0% | +8.8% | +11.4% |
| 6M | +16.7% | +12.3% | +4.4% | +12.4% |
| YTD | +37.9% | +14.0% | +23.9% | +32.1% |
| 1Y | +45.9% | +20.3% | +25.6% | +37.4% |
| 3Y | +61.4% | +75.4% | -14.0% | +34.1% |
| 5Y | +102.3% | +66.0% | +36.3% | +69.9% |
| 10Y | +137.4% | +228.2% | -90.8% | +58.5% |
| All | +137.4% | +222.7% | -85.3% | +58.5% |
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 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