-3.0%
FCUS vs VT
+10.7%
-13.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | +1.7% |
| 7D | -17.4% | -4.2% | -13.2% | -10.0% |
| 30D | -27.2% | -5.8% | -21.4% | -17.6% |
| 3M | -13.0% | -5.2% | -7.7% | -2.6% |
| 6M | -26.0% | +0.1% | -26.1% | -25.0% |
| YTD | +2.9% | +8.2% | -5.3% | -11.2% |
| 1Y | -3.0% | +10.1% | -13.1% | -20.2% |
| All | -3.0% | +10.7% | -13.7% | -20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling