-55.8%
FIG vs VO
+15.8%
-71.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.1% |
| 7D | -16.3% | -0.3% | -16.0% | -16.0% |
| 30D | -14.3% | -0.3% | -14.0% | -13.9% |
| 3M | +7.2% | +2.9% | +4.2% | +3.3% |
| 6M | -18.6% | +9.3% | -28.0% | -28.7% |
| YTD | -35.5% | +14.2% | -49.6% | -49.2% |
| 1Y | -55.8% | +15.3% | -71.0% | -65.4% |
| All | -55.8% | +15.8% | -71.6% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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