+22.5%
FIGR price history and return analytics
+19.6%
+2.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +1.2% |
| 7D | +14.9% | -0.1% | +15.0% | +15.3% |
| 30D | +32.3% | -0.7% | +32.9% | +35.0% |
| 3M | +34.8% | +4.0% | +30.8% | +24.9% |
| 6M | +16.8% | +12.3% | +4.5% | -8.4% |
| YTD | -6.7% | +14.0% | -20.7% | -32.0% |
| All | +22.5% | +19.6% | +2.9% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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