-44.6%
VG vs FCUV
-97.1%
+52.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +136.0% | -136.9% | -2.0% |
| 7D | +14.0% | +148.8% | -134.8% | +12.6% |
| 30D | -1.0% | +95.0% | -96.0% | -1.9% |
| 3M | -2.7% | +27.8% | -30.5% | -3.9% |
| 6M | +1.5% | +121.0% | -119.5% | -3.1% |
| YTD | +93.7% | -78.1% | +171.9% | +105.7% |
| 1Y | +68.5% | -94.3% | +162.8% | +90.9% |
| All | -44.6% | -97.1% | +52.5% | -37.5% |
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