+12.4%
VT vs FCUV
-98.1%
+110.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.6% |
| 7D | +0.4% | -15.4% | +15.8% | +0.4% |
| 30D | -2.6% | -32.9% | +30.3% | -2.6% |
| 3M | -3.2% | -46.2% | +42.9% | -3.2% |
| 6M | +0.9% | -30.0% | +30.9% | +1.3% |
| YTD | +11.3% | -91.4% | +102.7% | +13.0% |
| All | +12.4% | -98.1% | +110.5% | +15.0% |
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