+158.7%
OVV vs FCUV
-99.8%
+258.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -65.2% | +64.2% | -0.5% |
| 7D | -3.7% | -47.9% | +44.2% | -3.6% |
| 30D | +8.0% | +13.7% | -5.7% | +7.4% |
| 3M | +11.3% | +97.0% | -85.7% | +7.3% |
| 6M | +24.0% | -66.1% | +90.1% | +22.4% |
| YTD | +65.3% | -81.8% | +147.1% | +65.0% |
| 1Y | +60.2% | -93.3% | +153.4% | +62.3% |
| 3Y | +46.9% | -99.2% | +146.2% | +57.7% |
| 5Y | +158.7% | -99.9% | +258.6% | +221.4% |
| All | +158.7% | -99.8% | +258.6% | +221.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling