+425.4%
VIAV vs FCUV
-95.9%
+521.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.0% | +8.1% | +1.1% |
| 7D | +13.6% | -63.8% | +77.3% | +13.7% |
| 30D | +5.3% | -14.7% | +20.0% | +5.1% |
| 3M | -15.6% | +65.3% | -80.9% | -17.0% |
| 6M | +34.0% | -68.5% | +102.5% | +32.0% |
| YTD | +119.9% | -83.0% | +202.9% | +116.8% |
| 1Y | +235.2% | -94.4% | +329.6% | +231.2% |
| 3Y | +299.8% | -99.3% | +399.1% | +295.1% |
| 5Y | +140.1% | -99.9% | +239.9% | +137.2% |
| 10Y | +420.3% | -98.6% | +518.9% | +431.6% |
| All | +425.4% | -95.9% | +521.3% | +449.0% |
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