+241.0%
RVMD vs FCUV
-98.1%
+339.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.5% | +10.3% | +2.8% |
| 7D | +5.8% | -8.6% | +14.4% | +5.8% |
| 30D | -3.8% | -25.9% | +22.1% | -4.0% |
| 3M | +3.2% | -69.8% | +73.0% | +3.1% |
| 6M | +35.0% | -31.6% | +66.6% | +38.1% |
| YTD | +150.7% | -90.1% | +240.8% | +164.5% |
| 1Y | +241.0% | -98.0% | +338.9% | +251.3% |
| All | +241.0% | -98.1% | +339.1% | +251.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling