+106.0%
VSH vs FIGR
+6.3%
+99.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.4% | -7.4% | -1.9% |
| 7D | +6.2% | +13.5% | -7.3% | +4.2% |
| 30D | -11.1% | +33.7% | -44.8% | -15.1% |
| 3M | -44.9% | +37.3% | -82.3% | -47.6% |
| 6M | +90.0% | +25.5% | +64.4% | +80.5% |
| YTD | +118.8% | -6.3% | +125.1% | +107.2% |
| All | +106.0% | +6.3% | +99.7% | +90.4% |
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