+50.4%
RSP vs FCUV
-99.9%
+150.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.1% | -3.3% | +0.8% |
| 7D | -0.3% | -4.7% | +4.4% | -0.3% |
| 30D | +4.4% | -23.2% | +27.6% | +4.5% |
| 3M | +1.3% | -49.2% | +50.4% | +1.3% |
| 6M | +10.0% | -9.2% | +19.2% | +8.2% |
| YTD | +17.6% | -90.6% | +108.2% | +19.0% |
| 1Y | +19.2% | -97.9% | +117.1% | +23.8% |
| 3Y | +66.0% | -99.5% | +165.6% | +74.9% |
| 5Y | +50.4% | -99.9% | +150.3% | +69.5% |
| All | +50.4% | -99.9% | +150.3% | +69.5% |
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