+15.6%
FIGR vs VLTO
-9.1%
+24.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.9% |
| 7D | -0.2% | -2.3% | +2.0% | -0.6% |
| 30D | +25.2% | -0.9% | +26.0% | +25.0% |
| 3M | +14.8% | +13.8% | +1.0% | +16.0% |
| 6M | +17.9% | +2.0% | +15.9% | +19.6% |
| YTD | -11.9% | -3.2% | -8.8% | -8.4% |
| All | +15.6% | -9.1% | +24.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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