+170.3%
VRTX vs FCUV
-99.8%
+270.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | +0.2% |
| 7D | -5.6% | -66.5% | +60.9% | -5.4% |
| 30D | -2.0% | +5.0% | -6.9% | -2.0% |
| 3M | +15.8% | +63.8% | -48.0% | +15.2% |
| 6M | +4.7% | -67.8% | +72.5% | +5.6% |
| YTD | +13.7% | -82.4% | +96.1% | +15.3% |
| 1Y | +29.7% | -94.7% | +124.5% | +33.0% |
| 3Y | +48.4% | -99.3% | +147.7% | +55.1% |
| All | +170.3% | -99.8% | +270.1% | +184.0% |
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 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