-80.5%
FCUV vs VIG
+16.9%
-97.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.5% | -13.2% | -14.4% |
| 7D | +62.8% | -0.4% | +63.3% | +60.9% |
| 30D | +66.5% | -1.0% | +67.5% | +63.8% |
| 3M | +459.9% | +2.8% | +457.2% | +463.0% |
| 6M | -12.4% | +8.2% | -20.6% | -15.9% |
| YTD | -47.5% | +11.0% | -58.6% | -52.3% |
| 1Y | -80.5% | +16.1% | -96.6% | -85.9% |
| All | -80.5% | +16.9% | -97.4% | -85.9% |
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