+20.0%
VCIT vs FCUV
-99.6%
+119.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | -0.1% |
| 7D | +0.1% | -13.0% | +13.1% | +0.1% |
| 30D | +1.9% | -36.9% | +38.8% | +1.9% |
| 3M | -1.4% | -65.3% | +63.9% | -1.5% |
| 6M | -2.1% | -32.9% | +30.7% | -2.0% |
| YTD | -1.6% | -91.2% | +89.6% | -1.6% |
| 1Y | -0.9% | -98.2% | +97.3% | -0.9% |
| 3Y | +20.0% | -99.6% | +119.6% | +20.6% |
| All | +20.0% | -99.6% | +119.6% | +20.6% |
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