+81.7%
VRT vs FCUV
-94.3%
+176.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.6% |
| 7D | -7.7% | -72.0% | +64.3% | -7.2% |
| 30D | -12.0% | -8.0% | -4.0% | -12.3% |
| 3M | -11.7% | +66.3% | -77.9% | -14.0% |
| 6M | -8.1% | -75.3% | +67.2% | -7.2% |
| YTD | +53.2% | -83.0% | +136.2% | +55.0% |
| 1Y | +81.7% | -94.7% | +176.3% | +94.4% |
| All | +81.7% | -94.3% | +176.0% | +94.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling