-98.0%
FCUV vs VIG
+19.5%
-117.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.1% | -9.6% | -3.6% |
| 7D | -8.6% | +2.7% | -11.3% | -3.6% |
| 30D | -25.9% | +7.0% | -32.9% | -16.0% |
| 3M | -69.8% | +4.0% | -73.8% | -68.6% |
| 6M | -31.6% | +12.3% | -43.9% | -28.8% |
| YTD | -90.1% | +16.4% | -106.5% | -89.6% |
| 1Y | -98.0% | +19.2% | -117.2% | -98.0% |
| All | -98.0% | +19.5% | -117.5% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling