+389.3%
VRTX vs FCUV
-87.2%
+476.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.7% | +11.5% | -2.1% |
| 7D | +0.8% | +62.8% | -62.0% | +0.8% |
| 30D | +12.6% | +66.5% | -53.9% | +12.6% |
| 3M | +23.6% | +459.9% | -436.3% | +23.5% |
| 6M | +14.3% | -12.4% | +26.6% | +14.3% |
| YTD | +20.5% | -47.5% | +68.0% | +20.5% |
| 1Y | +37.6% | -80.5% | +118.1% | +37.7% |
| 3Y | +55.5% | -97.6% | +153.2% | +55.7% |
| 5Y | +175.7% | -99.5% | +275.3% | +176.0% |
| 10Y | +474.2% | -95.8% | +569.9% | +481.7% |
| All | +389.3% | -87.2% | +476.5% | +407.0% |
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 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