+316.5%
ROIV vs FCUV
-99.8%
+416.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -65.2% | +84.0% | +18.7% |
| 7D | +20.2% | -47.9% | +68.1% | +20.0% |
| 30D | +14.1% | +13.7% | +0.5% | +13.7% |
| 3M | +45.6% | +97.0% | -51.4% | +43.3% |
| 6M | +44.1% | -66.1% | +110.2% | +44.7% |
| YTD | +91.2% | -81.8% | +172.9% | +93.5% |
| 1Y | +221.3% | -93.3% | +314.6% | +228.7% |
| 3Y | +229.2% | -99.2% | +328.4% | +252.4% |
| 5Y | +316.5% | -99.9% | +416.3% | +358.6% |
| All | +316.5% | -99.8% | +416.3% | +358.6% |
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