-99.3%
FCUV vs VO
+56.0%
-155.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -6.0% |
| 7D | -63.8% | -0.6% | -63.2% | -62.8% |
| 30D | -14.7% | -1.9% | -12.8% | -11.7% |
| 3M | +65.3% | +3.3% | +62.1% | +57.0% |
| 6M | -68.5% | +9.7% | -78.2% | -73.2% |
| YTD | -83.0% | +12.6% | -95.6% | -85.9% |
| 1Y | -94.4% | +13.6% | -108.1% | -95.4% |
| All | -99.3% | +56.0% | -155.3% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling