+15.6%
FIGR vs VT
+21.0%
-5.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.6% |
| 7D | -0.2% | +0.4% | -0.7% | -1.1% |
| 30D | +25.2% | +1.0% | +24.2% | +22.9% |
| 3M | +14.8% | +2.4% | +12.4% | +10.7% |
| 6M | +17.9% | +12.0% | +5.9% | -6.1% |
| YTD | -11.9% | +15.3% | -27.3% | -37.5% |
| All | +15.6% | +21.0% | -5.4% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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