+75.8%
VOO vs FCUV
-99.2%
+175.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -2.0% | -72.0% | +70.0% | -1.7% |
| 30D | -1.7% | -8.0% | +6.3% | -1.8% |
| 3M | +4.7% | +66.3% | -61.5% | +3.3% |
| 6M | +12.6% | -75.3% | +87.8% | +12.8% |
| YTD | +11.8% | -83.0% | +94.7% | +12.3% |
| 1Y | +17.5% | -94.7% | +112.2% | +19.4% |
| All | +75.8% | -99.2% | +175.1% | +80.0% |
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 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