-52.0%
FIG vs VG
+63.8%
-115.8%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +2.8% |
| 7D | +3.4% | +14.0% | -10.6% | +3.2% |
| 30D | -9.5% | -1.0% | -8.5% | -9.6% |
| 3M | -26.2% | -2.7% | -23.5% | -26.3% |
| 6M | +2.7% | +1.5% | +1.2% | +1.9% |
| YTD | -48.0% | +93.7% | -141.7% | -50.5% |
| 1Y | -52.0% | +68.5% | -120.6% | -54.1% |
| All | -52.0% | +63.8% | -115.8% | -54.1% |
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