-97.8%
FCUV vs VT
+228.6%
-326.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.9% |
| 7D | -15.3% | -0.1% | -15.2% | -15.3% |
| 30D | -29.7% | -3.1% | -26.7% | -28.5% |
| 3M | -54.5% | -3.5% | -51.0% | -53.4% |
| 6M | -26.7% | +0.5% | -27.2% | -27.4% |
| YTD | -91.0% | +10.8% | -101.7% | -91.5% |
| 1Y | -98.0% | +11.9% | -109.9% | -98.2% |
| 3Y | -99.5% | +73.0% | -172.5% | -99.7% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| 10Y | -99.3% | +219.2% | -318.5% | -99.3% |
| All | -97.8% | +228.6% | -326.4% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling