-99.3%
FCUV vs VIG
+54.7%
-154.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.9% |
| 7D | -72.0% | -2.2% | -69.7% | -70.9% |
| 30D | -8.0% | -3.2% | -4.8% | -3.8% |
| 3M | +66.3% | +3.0% | +63.2% | +58.8% |
| 6M | -75.3% | +8.1% | -83.4% | -78.5% |
| YTD | -83.0% | +9.1% | -92.0% | -85.2% |
| 1Y | -94.7% | +12.6% | -107.2% | -95.6% |
| All | -99.3% | +54.7% | -154.0% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling