+1,060.3%
VLO vs FCUV
-87.2%
+1,147.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -13.7% | +13.7% | 0.0% |
| 7D | +5.2% | +62.8% | -57.6% | +5.2% |
| 30D | +22.6% | +66.5% | -43.9% | +22.5% |
| 3M | +43.8% | +459.9% | -416.2% | +43.4% |
| 6M | +65.7% | -12.4% | +78.1% | +65.3% |
| YTD | +131.1% | -47.5% | +178.6% | +130.5% |
| 1Y | +143.6% | -80.5% | +224.1% | +143.0% |
| 3Y | +201.4% | -97.6% | +299.0% | +200.4% |
| 5Y | +568.9% | -99.5% | +668.4% | +566.2% |
| 10Y | +891.8% | -95.8% | +987.6% | +890.6% |
| All | +1,060.3% | -87.2% | +1,147.6% | +1,078.6% |
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