+92.4%
ROIV vs FCUV
-98.1%
+190.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -7.5% | +13.6% | +6.0% |
| 7D | +3.0% | -8.6% | +11.6% | +3.0% |
| 30D | +6.8% | -25.9% | +32.8% | +6.7% |
| 3M | +10.5% | -69.8% | +80.3% | +10.0% |
| 6M | +34.8% | -31.6% | +66.4% | +36.5% |
| YTD | +76.2% | -90.1% | +166.3% | +87.3% |
| 1Y | +92.4% | -98.0% | +190.4% | +107.7% |
| All | +92.4% | -98.1% | +190.5% | +107.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling