-94.7%
FCUV vs VO
+13.3%
-108.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.6% |
| 7D | -66.5% | -1.5% | -65.0% | -65.8% |
| 30D | +5.0% | -3.0% | +8.0% | +7.3% |
| 3M | +63.8% | +2.8% | +61.0% | +55.3% |
| 6M | -67.8% | +10.9% | -78.8% | -74.8% |
| YTD | -82.4% | +12.5% | -94.9% | -86.5% |
| 1Y | -94.7% | +12.0% | -106.7% | -95.7% |
| All | -94.7% | +13.3% | -108.0% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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