-95.9%
FCUV vs ITOT
+334.7%
-430.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -72.0% | -2.0% | -69.9% | -71.5% |
| 30D | -8.0% | -2.0% | -6.0% | -6.4% |
| 3M | +66.3% | +4.5% | +61.7% | +62.7% |
| 6M | -75.3% | +12.6% | -87.9% | -76.9% |
| YTD | -83.0% | +12.0% | -95.0% | -83.9% |
| 1Y | -94.7% | +17.3% | -111.9% | -95.1% |
| 3Y | -99.3% | +75.2% | -174.5% | -99.4% |
| 5Y | -99.9% | +74.0% | -173.9% | -99.9% |
| 10Y | -98.6% | +298.6% | -397.2% | -98.5% |
| All | -95.9% | +334.7% | -430.6% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling