+846.0%
VEEV vs FCUV
-95.9%
+941.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.0% | +5.5% | -1.5% |
| 7D | -7.1% | -63.8% | +56.7% | -6.8% |
| 30D | +11.1% | -14.7% | +25.8% | +11.0% |
| 3M | +55.5% | +65.3% | -9.8% | +51.9% |
| 6M | +33.4% | -68.5% | +101.8% | +31.0% |
| YTD | +16.8% | -83.0% | +99.9% | +15.1% |
| 1Y | -7.7% | -94.4% | +86.7% | -8.8% |
| 3Y | +18.4% | -99.3% | +117.6% | +16.9% |
| 5Y | -14.8% | -99.9% | +85.1% | -15.6% |
| 10Y | +546.5% | -98.6% | +645.1% | +521.0% |
| All | +846.0% | -95.9% | +941.8% | +771.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling