-95.6%
FCUV vs VIG
+277.7%
-373.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.8% | -64.4% | -65.0% |
| 7D | -47.9% | -0.4% | -47.5% | -47.6% |
| 30D | +13.7% | -2.1% | +15.7% | +14.9% |
| 3M | +97.0% | +3.3% | +93.7% | +94.9% |
| 6M | -66.1% | +9.3% | -75.4% | -67.3% |
| YTD | -81.8% | +10.1% | -91.9% | -82.4% |
| 1Y | -93.3% | +14.7% | -108.0% | -93.6% |
| 3Y | -99.2% | +56.9% | -156.2% | -99.3% |
| 5Y | -99.9% | +62.9% | -162.8% | -99.9% |
| 10Y | -98.5% | +241.3% | -339.8% | -98.2% |
| All | -95.6% | +277.7% | -373.2% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling