-94.7%
FCUV vs VO
+224.1%
-318.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | 0.0% | +136.0% | +136.0% |
| 7D | +148.8% | +3.1% | +145.7% | +145.0% |
| 30D | +95.0% | +2.2% | +92.8% | +93.0% |
| 3M | +27.8% | -2.5% | +30.3% | +30.0% |
| 6M | +121.0% | +7.0% | +114.0% | +113.2% |
| YTD | -78.1% | +14.0% | -92.1% | -79.6% |
| 1Y | -94.3% | +15.6% | -109.9% | -94.7% |
| 3Y | -98.9% | +66.2% | -165.1% | -99.1% |
| 5Y | -99.7% | +36.6% | -136.3% | -99.7% |
| 10Y | -98.2% | +199.0% | -297.2% | -98.5% |
| All | -94.7% | +224.1% | -318.8% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling