+115.6%
CRBG vs FCUV
-99.8%
+215.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.8% | +1.4% |
| 7D | +0.6% | -66.5% | +67.1% | +0.8% |
| 30D | +2.6% | +5.0% | -2.3% | +2.5% |
| 3M | +24.0% | +63.8% | -39.8% | +23.1% |
| 6M | +50.5% | -67.8% | +118.3% | +53.6% |
| YTD | +17.1% | -82.4% | +99.5% | +21.1% |
| 1Y | +5.9% | -94.7% | +100.6% | +12.2% |
| 3Y | +122.7% | -99.3% | +222.0% | +143.9% |
| All | +115.6% | -99.8% | +215.4% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 10y: compounded portfolio wealth divided by compounded FCUV 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…
10y analysis · Full analysis span regression · 6 months rolling