-27.0%
FIGR vs VLTO
+10.7%
-37.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.5% | +8.3% | +8.8% |
| 7D | +5.3% | +5.4% | -0.1% | +6.4% |
| 30D | -17.9% | +22.3% | -40.2% | -14.8% |
| 3M | -20.5% | +19.6% | -40.2% | -17.8% |
| 6M | -40.2% | +35.2% | -75.3% | -37.1% |
| YTD | -44.4% | +17.9% | -62.2% | -39.9% |
| 1Y | -36.3% | +19.5% | -55.8% | -29.9% |
| All | -27.0% | +10.7% | -37.7% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling