-99.3%
FCUV vs VEU
+73.8%
-173.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.2% | +2.8% |
| 7D | -66.5% | -1.4% | -65.0% | -66.1% |
| 30D | +5.0% | -0.4% | +5.4% | +5.6% |
| 3M | +63.8% | +2.5% | +61.3% | +57.4% |
| 6M | -67.8% | +11.1% | -79.0% | -72.7% |
| YTD | -82.4% | +16.5% | -98.9% | -85.8% |
| 1Y | -94.7% | +22.9% | -117.7% | -96.0% |
| 3Y | -99.3% | +73.4% | -172.7% | -99.6% |
| All | -99.3% | +73.8% | -173.0% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling