+187.9%
ROIV vs FIGR
+6.3%
+181.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +6.4% | +12.3% | +18.3% |
| 7D | +20.2% | +13.5% | +6.6% | +19.3% |
| 30D | +14.1% | +33.7% | -19.6% | +12.3% |
| 3M | +45.6% | +37.3% | +8.2% | +42.7% |
| 6M | +44.1% | +25.5% | +18.6% | +42.6% |
| YTD | +91.2% | -6.3% | +97.5% | +89.6% |
| All | +187.9% | +6.3% | +181.6% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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