-80.5%
FCUV vs ITOT
+20.8%
-101.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.3% | -13.3% | -13.1% |
| 7D | +62.8% | +0.1% | +62.7% | +63.2% |
| 30D | +66.5% | 0.0% | +66.5% | +65.2% |
| 3M | +459.9% | +2.0% | +458.0% | +429.8% |
| 6M | -12.4% | +13.0% | -25.4% | -27.8% |
| YTD | -47.5% | +14.0% | -61.5% | -57.0% |
| 1Y | -80.5% | +19.9% | -100.4% | -87.1% |
| All | -80.5% | +20.8% | -101.3% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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