-95.6%
FCUV vs VEU
+150.9%
-246.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.4% | -64.8% | -65.0% |
| 7D | -47.9% | +1.7% | -49.6% | -48.1% |
| 30D | +13.7% | +1.0% | +12.7% | +13.5% |
| 3M | +97.0% | +5.6% | +91.4% | +88.7% |
| 6M | -66.1% | +13.7% | -79.8% | -69.3% |
| YTD | -81.8% | +17.7% | -99.5% | -83.7% |
| 1Y | -93.3% | +25.8% | -119.0% | -94.2% |
| 3Y | -99.2% | +77.1% | -176.3% | -99.4% |
| 5Y | -99.9% | +57.1% | -157.0% | -99.9% |
| 10Y | -98.5% | +149.8% | -248.3% | -98.9% |
| All | -95.6% | +150.9% | -246.5% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling