+114.5%
VRT vs FIGR
+6.3%
+108.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.4% | -2.7% | +2.6% |
| 7D | +13.6% | +13.5% | +0.1% | +11.1% |
| 30D | +6.8% | +33.7% | -26.9% | +0.6% |
| 3M | -3.2% | +37.3% | -40.6% | -9.3% |
| 6M | +20.3% | +25.5% | -5.2% | +14.0% |
| YTD | +79.6% | -6.3% | +85.9% | +66.8% |
| All | +114.5% | +6.3% | +108.2% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling