-87.2%
FCUV vs VO
+224.7%
-311.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.2% | -13.5% | -13.6% |
| 7D | +62.8% | -0.3% | +63.1% | +63.2% |
| 30D | +66.5% | -0.3% | +66.8% | +66.4% |
| 3M | +459.9% | +2.9% | +457.0% | +448.7% |
| 6M | -12.4% | +9.3% | -21.7% | -17.2% |
| YTD | -47.5% | +14.2% | -61.7% | -51.2% |
| 1Y | -80.5% | +15.3% | -95.8% | -81.9% |
| 3Y | -97.6% | +56.2% | -153.9% | -98.0% |
| 5Y | -99.5% | +42.4% | -142.0% | -99.6% |
| 10Y | -95.8% | +194.7% | -290.5% | -96.4% |
| All | -87.2% | +224.7% | -311.9% | -88.2% |
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