-87.2%
FCUV vs VRSN
+390.1%
-477.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.4% | -13.2% | -13.5% |
| 7D | +62.8% | +0.1% | +62.8% | +63.1% |
| 30D | +66.5% | -0.2% | +66.7% | +66.7% |
| 3M | +459.9% | -0.3% | +460.2% | +459.2% |
| 6M | -12.4% | +23.0% | -35.4% | -18.5% |
| YTD | -47.5% | +21.3% | -68.9% | -51.3% |
| 1Y | -80.5% | +6.7% | -87.2% | -81.1% |
| 3Y | -97.6% | +45.0% | -142.6% | -98.0% |
| 5Y | -99.5% | +35.0% | -134.6% | -99.6% |
| 10Y | -95.8% | +276.3% | -372.1% | -97.1% |
| All | -87.2% | +390.1% | -477.3% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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