+22.9%
VTV vs FIGR
+5.9%
+17.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -0.7% | +14.9% | -15.5% | -0.9% |
| 30D | -0.5% | +32.3% | -32.8% | -1.0% |
| 3M | +5.3% | +34.8% | -29.5% | +4.6% |
| 6M | +12.9% | +16.8% | -3.9% | +12.3% |
| YTD | +18.5% | -6.7% | +25.1% | +17.6% |
| All | +22.9% | +5.9% | +17.0% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling