-99.3%
FCUV vs VLTO
+26.2%
-125.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.8% | -64.4% | -65.1% |
| 7D | -47.9% | -1.6% | -46.4% | -47.7% |
| 30D | +13.7% | -2.9% | +16.5% | +14.1% |
| 3M | +97.0% | +12.7% | +84.3% | +88.0% |
| 6M | -66.1% | +1.6% | -67.7% | -66.8% |
| YTD | -81.8% | -4.0% | -77.8% | -81.8% |
| 1Y | -93.3% | -10.2% | -83.1% | -93.2% |
| All | -99.3% | +26.2% | -125.4% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling