-97.8%
FCUV vs VLTO
+27.2%
-125.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -13.5% |
| 7D | +62.8% | -2.3% | +65.1% | +63.1% |
| 30D | +66.5% | -0.9% | +67.4% | +66.4% |
| 3M | +459.9% | +13.8% | +446.1% | +432.5% |
| 6M | -12.4% | +2.0% | -14.4% | -14.3% |
| YTD | -47.5% | -3.2% | -44.3% | -47.7% |
| 1Y | -80.5% | -9.2% | -71.3% | -80.3% |
| All | -97.8% | +27.2% | -125.0% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling