+188.2%
VRTX vs FCUV
-99.7%
+287.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +136.0% | -136.7% | -1.0% |
| 7D | -1.6% | +148.8% | -150.3% | -1.8% |
| 30D | +8.0% | +95.0% | -87.0% | +7.8% |
| 3M | +4.3% | +27.8% | -23.5% | +4.1% |
| 6M | +18.9% | +121.0% | -102.1% | +18.0% |
| YTD | +18.8% | -78.1% | +96.9% | +20.4% |
| 1Y | +24.0% | -94.3% | +118.2% | +27.5% |
| 3Y | +42.1% | -98.9% | +141.1% | +48.2% |
| All | +188.2% | -99.7% | +287.9% | +204.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling