+302.0%
ROIV vs FCUV
-99.3%
+401.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.0% | +7.8% | +0.8% |
| 7D | +22.3% | -63.8% | +86.1% | +22.2% |
| 30D | +16.9% | -14.7% | +31.5% | +16.6% |
| 3M | +43.9% | +65.3% | -21.4% | +42.2% |
| 6M | +41.6% | -68.5% | +110.1% | +41.2% |
| YTD | +92.7% | -83.0% | +175.7% | +92.9% |
| 1Y | +210.2% | -94.4% | +304.6% | +212.2% |
| 3Y | +231.8% | -99.3% | +331.1% | +236.2% |
| 5Y | +319.8% | -99.9% | +419.6% | +329.4% |
| All | +302.0% | -99.3% | +401.3% | +302.5% |
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