-59.1%
FIG vs VG
+48.6%
-107.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -13.1% | -22.0% | +8.9% | -13.0% |
| 30D | -13.0% | -11.6% | -1.3% | -13.1% |
| 3M | -21.5% | -14.9% | -6.7% | -21.5% |
| 6M | -2.5% | -3.5% | +1.0% | -2.9% |
| YTD | -49.7% | +70.0% | -119.6% | -52.0% |
| 1Y | -59.1% | +50.0% | -109.1% | -60.7% |
| All | -59.1% | +48.6% | -107.7% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling