+359.5%
IVV vs FCUV
-87.2%
+446.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -13.7% | +13.2% | -0.4% |
| 7D | +0.1% | +62.8% | -62.7% | 0.0% |
| 30D | +0.1% | +66.5% | -66.4% | 0.0% |
| 3M | +2.0% | +459.9% | -458.0% | +1.1% |
| 6M | +13.0% | -12.4% | +25.4% | +12.3% |
| YTD | +13.6% | -47.5% | +61.1% | +13.0% |
| 1Y | +20.1% | -80.5% | +100.6% | +19.5% |
| 3Y | +77.6% | -97.6% | +175.2% | +76.8% |
| 5Y | +82.5% | -99.5% | +182.0% | +81.7% |
| 10Y | +316.5% | -95.8% | +412.3% | +317.7% |
| All | +359.5% | -87.2% | +446.8% | +365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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