+2,826.7%
VRT vs FCUV
-99.7%
+2,926.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -65.2% | +68.9% | +4.6% |
| 7D | +13.6% | -47.9% | +61.5% | +13.8% |
| 30D | +6.8% | +13.7% | -6.9% | +5.5% |
| 3M | -3.2% | +97.0% | -100.2% | -10.2% |
| 6M | +20.3% | -66.1% | +86.5% | +14.6% |
| YTD | +79.6% | -81.8% | +161.4% | +73.0% |
| 1Y | +139.0% | -93.3% | +232.3% | +134.4% |
| 3Y | +644.6% | -99.2% | +743.8% | +633.2% |
| 5Y | +1,024.4% | -99.9% | +1,124.2% | +1,025.9% |
| All | +2,826.7% | -99.7% | +2,926.4% | +2,749.4% |
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 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