-98.0%
FCUV vs VYM
+21.8%
-119.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.2% | -8.7% | -8.1% |
| 7D | -8.6% | +1.2% | -9.7% | -9.1% |
| 30D | -25.9% | +5.2% | -31.2% | -28.5% |
| 3M | -69.8% | +0.5% | -70.3% | -69.8% |
| 6M | -31.6% | +7.7% | -39.3% | -36.7% |
| YTD | -90.1% | +17.2% | -107.3% | -92.3% |
| 1Y | -98.0% | +21.7% | -119.6% | -98.6% |
| All | -98.0% | +21.8% | -119.8% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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