-99.7%
FCUV vs VT
+57.0%
-156.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.3% | +136.3% | +136.4% |
| 7D | +148.8% | +2.4% | +146.4% | +140.0% |
| 30D | +95.0% | -1.5% | +96.5% | +98.4% |
| 3M | +27.8% | -4.1% | +31.9% | +36.6% |
| 6M | +121.0% | +0.6% | +120.4% | +113.6% |
| YTD | -78.1% | +11.0% | -89.2% | -82.1% |
| 1Y | -94.3% | +13.3% | -107.6% | -95.5% |
| 3Y | -98.9% | +73.4% | -172.3% | -99.5% |
| All | -99.7% | +57.0% | -156.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling