+211.0%
RSP vs FCUV
-98.2%
+309.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +136.0% | -135.8% | 0.0% |
| 7D | +2.4% | +148.8% | -146.4% | +2.2% |
| 30D | +4.3% | +95.0% | -90.8% | +4.1% |
| 3M | -0.3% | +27.8% | -28.1% | -0.5% |
| 6M | +9.8% | +121.0% | -111.2% | +9.0% |
| YTD | +16.8% | -78.1% | +95.0% | +16.3% |
| 1Y | +19.5% | -94.3% | +113.8% | +19.2% |
| 3Y | +65.1% | -98.9% | +164.1% | +64.6% |
| 5Y | +48.7% | -99.7% | +148.4% | +48.3% |
| All | +211.0% | -98.2% | +309.2% | +208.4% |
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 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