+152.0%
VLO vs FIGR
+5.9%
+146.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +6.2% | +14.9% | -8.6% | +6.0% |
| 30D | +23.5% | +32.3% | -8.8% | +22.8% |
| 3M | +53.9% | +34.8% | +19.1% | +52.8% |
| 6M | +81.7% | +16.8% | +64.9% | +80.0% |
| YTD | +142.5% | -6.7% | +149.1% | +137.6% |
| All | +152.0% | +5.9% | +146.2% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling