-25.0%
FIGR vs VT
+16.2%
-41.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.6% |
| 7D | +5.6% | -0.1% | +5.8% | +6.5% |
| 30D | -18.2% | -3.1% | -15.2% | -10.8% |
| 3M | -19.0% | -3.5% | -15.5% | -10.3% |
| 6M | -38.0% | +0.5% | -38.4% | -36.6% |
| YTD | -42.9% | +10.8% | -53.6% | -54.8% |
| 1Y | -37.9% | +11.9% | -49.8% | -51.6% |
| All | -25.0% | +16.2% | -41.2% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling