-98.6%
FCUV vs ITOT
+303.4%
-402.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +2.7% |
| 7D | -66.5% | -0.9% | -65.6% | -66.0% |
| 30D | +5.0% | -1.5% | +6.4% | +6.9% |
| 3M | +63.8% | +3.6% | +60.2% | +60.1% |
| 6M | -67.8% | +13.7% | -81.5% | -70.8% |
| YTD | -82.4% | +12.9% | -95.3% | -83.8% |
| 1Y | -94.7% | +17.2% | -111.9% | -95.3% |
| 3Y | -99.3% | +75.6% | -174.9% | -99.4% |
| 5Y | -99.9% | +75.5% | -175.3% | -99.9% |
| All | -98.6% | +303.4% | -402.0% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling