+205.8%
RSP vs FCUV
-98.6%
+304.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.8% |
| 7D | -1.9% | -66.5% | +64.6% | -1.8% |
| 30D | -2.8% | +5.0% | -7.8% | -2.9% |
| 3M | +2.8% | +63.8% | -61.0% | +2.2% |
| 6M | +10.2% | -67.8% | +78.0% | +9.7% |
| YTD | +13.1% | -82.4% | +95.5% | +12.7% |
| 1Y | +14.8% | -94.7% | +109.5% | +14.6% |
| 3Y | +52.6% | -99.3% | +151.9% | +52.2% |
| 5Y | +51.6% | -99.9% | +151.5% | +51.4% |
| All | +205.8% | -98.6% | +304.4% | +203.6% |
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 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