+56.5%
OVV vs FCUV
-98.6%
+155.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.0% | +7.4% | +0.5% |
| 7D | -3.8% | -63.8% | +60.0% | -3.6% |
| 30D | +1.3% | -14.7% | +15.9% | +1.1% |
| 3M | +14.3% | +65.3% | -51.0% | +12.1% |
| 6M | +21.1% | -68.5% | +89.6% | +19.3% |
| YTD | +66.0% | -83.0% | +149.1% | +63.9% |
| 1Y | +59.3% | -94.4% | +153.7% | +57.8% |
| 3Y | +47.6% | -99.3% | +146.8% | +46.1% |
| 5Y | +162.0% | -99.9% | +261.8% | +160.5% |
| 10Y | +56.5% | -98.6% | +155.1% | +46.1% |
| All | +56.5% | -98.6% | +155.1% | +46.1% |
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