+17.6%
FIGR vs VEU
+22.5%
-5.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -2.1% |
| 7D | +1.0% | -1.9% | +2.9% | +4.0% |
| 30D | +31.4% | -0.7% | +32.1% | +33.6% |
| 3M | +30.3% | +4.9% | +25.4% | +24.0% |
| 6M | -7.6% | +9.8% | -17.5% | -16.4% |
| YTD | -10.5% | +15.3% | -25.8% | -34.3% |
| All | +17.6% | +22.5% | -5.0% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling