-99.5%
FCUV vs VT
+75.6%
-175.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +2.7% |
| 7D | -4.7% | -0.7% | -4.0% | -3.7% |
| 30D | -23.2% | -1.7% | -21.4% | -21.3% |
| 3M | -49.2% | -2.3% | -46.9% | -47.1% |
| 6M | -9.2% | +1.5% | -10.7% | -13.1% |
| YTD | -90.6% | +12.0% | -102.6% | -92.4% |
| 1Y | -97.9% | +12.9% | -110.8% | -98.3% |
| All | -99.5% | +75.6% | -175.1% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling