+375.7%
ROIV vs FCUV
-99.6%
+475.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.6% | +6.2% | +4.6% |
| 7D | +13.3% | -15.4% | +28.7% | +13.2% |
| 30D | +14.8% | -32.9% | +47.6% | +14.6% |
| 3M | +11.9% | -46.2% | +58.1% | +11.5% |
| 6M | +42.4% | -30.0% | +72.4% | +42.2% |
| YTD | +87.4% | -91.4% | +178.8% | +88.8% |
| 1Y | +97.2% | -98.1% | +195.3% | +98.8% |
| 3Y | +375.7% | -99.6% | +475.3% | +354.1% |
| All | +375.7% | -99.6% | +475.3% | +354.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling