+55.8%
FTGS price history and return analytics
+74.4%
-18.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +0.2% | -0.1% | +0.4% | +0.4% |
| 30D | -2.4% | -3.1% | +0.6% | +0.7% |
| 3M | -5.3% | -3.5% | -1.8% | -1.8% |
| 6M | +4.7% | +0.5% | +4.3% | +4.0% |
| YTD | +7.1% | +10.8% | -3.7% | -4.5% |
| 1Y | +7.2% | +11.9% | -4.7% | -5.4% |
| 3Y | +55.8% | +73.0% | -17.2% | -14.6% |
| All | +55.8% | +74.4% | -18.7% | -14.6% |
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