-98.1%
FCUV vs VT
+13.0%
-111.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -2.2% |
| 7D | -15.4% | +0.4% | -15.8% | -15.1% |
| 30D | -32.9% | -2.6% | -30.3% | -32.3% |
| 3M | -46.2% | -3.2% | -42.9% | -45.8% |
| 6M | -30.0% | +0.9% | -30.9% | -31.3% |
| YTD | -91.4% | +11.3% | -102.7% | -92.1% |
| All | -98.1% | +13.0% | -111.1% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling