+50.5%
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 | -1.0% | -7.0% | +6.1% | -0.9% |
| 7D | -1.8% | -63.8% | +61.9% | -1.6% |
| 30D | -2.5% | -14.7% | +12.1% | -2.7% |
| 3M | +3.0% | +65.3% | -62.3% | +1.1% |
| 6M | +8.9% | -68.5% | +77.4% | +8.8% |
| YTD | +13.0% | -83.0% | +96.0% | +13.9% |
| 1Y | +16.2% | -94.4% | +110.7% | +19.0% |
| 3Y | +52.7% | -99.3% | +152.0% | +60.7% |
| 5Y | +50.5% | -99.9% | +150.3% | +65.9% |
| All | +50.5% | -99.9% | +150.3% | +65.9% |
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 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