-21.2%
FIGR vs VLTO
+11.6%
-32.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.8% | +7.1% | +8.0% |
| 7D | +12.5% | +2.0% | +10.5% | +12.9% |
| 30D | -14.1% | +21.8% | -35.9% | -10.8% |
| 3M | -14.3% | +20.2% | -34.5% | -11.2% |
| 6M | -34.8% | +36.3% | -71.2% | -31.4% |
| YTD | -40.0% | +18.8% | -58.8% | -35.1% |
| 1Y | -32.9% | +20.4% | -53.3% | -26.1% |
| All | -21.2% | +11.6% | -32.8% | -24.1% |
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 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