-99.8%
FCUV vs VTEB
+1.2%
-101.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.9% | +3.3% |
| 7D | -66.5% | -0.9% | -65.5% | -66.5% |
| 30D | +5.0% | -2.5% | +7.5% | +4.6% |
| 3M | +63.8% | -3.0% | +66.8% | +64.7% |
| 6M | -67.8% | -2.1% | -65.7% | -67.9% |
| YTD | -82.4% | -1.5% | -80.9% | -82.6% |
| 1Y | -94.7% | +0.2% | -94.9% | -94.9% |
| 3Y | -99.3% | +8.6% | -107.8% | -99.3% |
| All | -99.8% | +1.2% | -101.1% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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