+45.1%
OVV vs FCUV
-99.3%
+144.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.8% |
| 7D | -7.3% | -15.3% | +8.0% | -7.2% |
| 30D | -3.6% | -29.7% | +26.2% | -3.4% |
| 3M | -2.6% | -54.5% | +51.9% | -2.5% |
| 6M | +7.6% | -26.7% | +34.3% | +5.8% |
| YTD | +59.6% | -91.0% | +150.6% | +58.0% |
| 1Y | +62.2% | -98.0% | +160.2% | +61.5% |
| 3Y | +49.6% | -99.5% | +149.2% | +48.5% |
| 5Y | +98.9% | -99.9% | +198.8% | +98.1% |
| 10Y | +45.1% | -99.3% | +144.4% | +35.7% |
| All | +45.1% | -99.3% | +144.4% | +35.7% |
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