-21.2%
FIGR vs VT
+16.8%
-37.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +1.5% |
| 7D | +12.5% | +0.4% | +12.2% | +12.0% |
| 30D | -14.1% | -2.6% | -11.5% | -7.4% |
| 3M | -14.3% | -3.2% | -11.1% | -5.8% |
| 6M | -34.8% | +0.9% | -35.8% | -34.2% |
| YTD | -40.0% | +11.3% | -51.3% | -53.1% |
| 1Y | -32.9% | +14.0% | -46.9% | -51.7% |
| All | -21.2% | +16.8% | -37.9% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling