+48.2%
VRTX vs FCUV
-99.2%
+147.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.7% | -1.3% |
| 7D | -7.8% | -72.0% | +64.2% | -7.7% |
| 30D | -2.8% | -8.0% | +5.2% | -2.8% |
| 3M | +18.1% | +66.3% | -48.2% | +18.1% |
| 6M | +3.1% | -75.3% | +78.4% | +4.5% |
| YTD | +13.5% | -83.0% | +96.5% | +15.2% |
| 1Y | +32.4% | -94.7% | +127.1% | +35.3% |
| All | +48.2% | -99.2% | +147.4% | +57.8% |
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