-98.2%
FCUV vs RVTY
+211.6%
-309.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -1.7% | +137.7% | +136.4% |
| 7D | +148.8% | -0.5% | +149.2% | +148.2% |
| 30D | +95.0% | +1.5% | +93.5% | +93.6% |
| 3M | +27.8% | +31.5% | -3.7% | +19.6% |
| 6M | +121.0% | +62.7% | +58.3% | +93.3% |
| YTD | -78.1% | +60.0% | -138.1% | -80.8% |
| 1Y | -94.3% | +65.7% | -160.0% | -95.0% |
| 3Y | -98.9% | +85.2% | -184.1% | -99.1% |
| 5Y | -99.7% | -14.9% | -84.8% | -99.7% |
| All | -98.2% | +211.6% | -309.8% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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