-55.8%
FIG vs VTV
+27.0%
-82.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.3% |
| 7D | -16.3% | +0.5% | -16.8% | -16.5% |
| 30D | -14.3% | +1.1% | -15.4% | -14.8% |
| 3M | +7.2% | +5.9% | +1.3% | +4.2% |
| 6M | -18.6% | +11.6% | -30.3% | -25.3% |
| YTD | -35.5% | +19.8% | -55.3% | -49.1% |
| 1Y | -55.8% | +26.2% | -82.0% | -70.0% |
| All | -55.8% | +27.0% | -82.8% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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