+23.0%
FIGR vs VLTO
-9.8%
+32.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.3% |
| 7D | +13.5% | -1.6% | +15.1% | +13.3% |
| 30D | +33.7% | -2.9% | +36.6% | +33.2% |
| 3M | +37.3% | +12.7% | +24.7% | +38.6% |
| 6M | +25.5% | +1.6% | +24.0% | +27.1% |
| YTD | -6.3% | -4.0% | -2.3% | -2.6% |
| All | +23.0% | -9.8% | +32.8% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling