-94.3%
FCUV vs VLTO
+21.9%
-116.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.6% | +135.4% | +136.1% |
| 7D | +148.8% | +1.0% | +147.8% | +149.1% |
| 30D | +95.0% | +17.5% | +77.6% | +103.1% |
| 3M | +27.8% | +21.4% | +6.4% | +33.4% |
| 6M | +121.0% | +38.1% | +82.8% | +109.8% |
| YTD | -78.1% | +19.0% | -97.2% | -77.4% |
| 1Y | -94.3% | +20.7% | -114.9% | -94.0% |
| All | -94.3% | +21.9% | -116.1% | -94.0% |
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