+52.7%
FTGC price history and return analytics
+247.1%
-194.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -3.6% | -2.3% | -1.3% | -3.0% |
| 30D | -6.0% | -5.0% | -1.0% | -4.6% |
| 3M | +1.3% | -4.9% | +6.2% | +2.7% |
| 6M | -0.2% | -1.5% | +1.3% | 0.0% |
| YTD | +28.1% | +8.5% | +19.7% | +24.5% |
| 1Y | +29.9% | +11.4% | +18.5% | +25.2% |
| 3Y | +52.8% | +70.1% | -17.2% | +28.5% |
| 5Y | +78.3% | +53.7% | +24.5% | +53.7% |
| 10Y | +124.4% | +220.0% | -95.5% | +52.9% |
| All | +52.7% | +247.1% | -194.4% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling