-94.4%
FCUV vs VLTO
-10.6%
-83.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -7.1% |
| 7D | -63.8% | -2.6% | -61.2% | -63.9% |
| 30D | -14.7% | -2.5% | -12.2% | -15.0% |
| 3M | +65.3% | +10.1% | +55.2% | +51.0% |
| 6M | -68.5% | +1.0% | -69.5% | -70.1% |
| YTD | -83.0% | -4.8% | -78.3% | -83.2% |
| 1Y | -94.4% | -9.3% | -85.1% | -94.1% |
| All | -94.4% | -10.6% | -83.9% | -94.1% |
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