-80.5%
FCUV vs VLTO
-8.3%
-72.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -14.0% |
| 7D | +62.8% | -2.3% | +65.1% | +61.9% |
| 30D | +66.5% | -0.9% | +67.4% | +66.1% |
| 3M | +459.9% | +13.8% | +446.1% | +413.6% |
| 6M | -12.4% | +2.0% | -14.4% | -16.1% |
| YTD | -47.5% | -3.2% | -44.3% | -48.0% |
| 1Y | -80.5% | -9.2% | -71.3% | -80.4% |
| All | -80.5% | -8.3% | -72.2% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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