+695.7%
ONTO vs FCUV
-99.6%
+795.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -65.2% | +70.1% | +5.7% |
| 7D | +9.7% | -47.9% | +57.6% | +9.7% |
| 30D | -8.8% | +13.7% | -22.5% | -9.9% |
| 3M | +4.5% | +97.0% | -92.5% | -3.2% |
| 6M | +56.4% | -66.1% | +122.5% | +49.7% |
| YTD | +78.1% | -81.8% | +159.8% | +72.9% |
| 1Y | +171.3% | -93.3% | +264.5% | +168.7% |
| 3Y | +118.7% | -99.2% | +217.9% | +117.1% |
| 5Y | +269.4% | -99.9% | +369.2% | +273.0% |
| All | +695.7% | -99.6% | +795.2% | +669.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling