+1,088.8%
VLO vs FCUV
-94.7%
+1,183.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +136.0% | -134.7% | +1.2% |
| 7D | +9.6% | +148.8% | -139.1% | +9.5% |
| 30D | -17.4% | +95.0% | -112.4% | -17.5% |
| 3M | +10.8% | +27.8% | -17.0% | +10.6% |
| 6M | +56.9% | +121.0% | -64.0% | +56.5% |
| YTD | +136.8% | -78.1% | +214.9% | +136.1% |
| 1Y | +120.7% | -94.3% | +214.9% | +120.0% |
| 3Y | +231.9% | -98.9% | +330.8% | +230.8% |
| 5Y | +479.0% | -99.7% | +578.7% | +476.7% |
| 10Y | +792.2% | -98.2% | +890.4% | +790.8% |
| All | +1,088.8% | -94.7% | +1,183.5% | +1,107.2% |
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 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