+94.5%
ROIV vs FCUV
-97.9%
+192.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -4.5% |
| 7D | +9.2% | +2.4% | +6.8% | +9.2% |
| 30D | +19.9% | -25.9% | +45.8% | +19.7% |
| 3M | +10.6% | -44.8% | +55.3% | +10.1% |
| 6M | +36.1% | -3.5% | +39.5% | +36.1% |
| YTD | +84.3% | -90.7% | +175.0% | +94.1% |
| All | +94.5% | -97.9% | +192.4% | +102.4% |
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 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