-98.6%
FCUV vs VOO
+325.3%
-423.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +2.7% |
| 7D | -66.5% | -0.8% | -65.7% | -66.0% |
| 30D | +5.0% | -1.1% | +6.0% | +6.6% |
| 3M | +63.8% | +3.9% | +59.9% | +60.1% |
| 6M | -67.8% | +13.6% | -81.5% | -70.6% |
| YTD | -82.4% | +12.7% | -95.1% | -83.7% |
| 1Y | -94.7% | +17.6% | -112.3% | -95.2% |
| 3Y | -99.3% | +77.3% | -176.6% | -99.4% |
| 5Y | -99.9% | +84.1% | -184.0% | -99.9% |
| All | -98.6% | +325.3% | -423.9% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling