+21.2%
VT vs FCUV
-93.2%
+114.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -65.2% | +64.7% | -0.5% |
| 7D | +1.0% | -47.9% | +48.9% | +1.0% |
| 30D | -0.2% | +13.7% | -13.9% | -0.2% |
| 3M | +4.5% | +97.0% | -92.5% | +4.6% |
| 6M | +14.1% | -66.1% | +80.2% | +15.3% |
| YTD | +14.8% | -81.8% | +96.5% | +17.0% |
| 1Y | +21.2% | -93.3% | +114.5% | +25.0% |
| All | +21.2% | -93.2% | +114.4% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling