+15.8%
VG vs FCUV
-94.0%
+109.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.0% | +10.8% | +3.8% |
| 7D | +3.8% | -63.8% | +67.6% | +4.1% |
| 30D | +7.2% | -14.7% | +21.9% | +6.8% |
| 3M | +22.8% | +65.3% | -42.5% | +20.4% |
| 6M | +33.2% | -68.5% | +101.7% | +40.7% |
| YTD | +124.8% | -83.0% | +207.9% | +140.9% |
| 1Y | +15.8% | -94.4% | +110.2% | +27.2% |
| All | +15.8% | -94.0% | +109.8% | +27.2% |
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