+54.2%
RSP vs FCUV
-99.2%
+153.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -65.2% | +64.2% | -0.9% |
| 7D | -0.4% | -47.9% | +47.5% | -0.4% |
| 30D | -1.5% | +13.7% | -15.2% | -1.6% |
| 3M | +4.8% | +97.0% | -92.2% | +3.9% |
| 6M | +10.3% | -66.1% | +76.4% | +10.6% |
| YTD | +14.1% | -81.8% | +95.8% | +15.0% |
| 1Y | +17.0% | -93.3% | +110.3% | +18.8% |
| 3Y | +54.2% | -99.2% | +153.4% | +58.9% |
| All | +54.2% | -99.2% | +153.4% | +58.9% |
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