+54.3%
VXUS vs FCUV
-99.9%
+154.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.0% | +6.3% | -0.7% |
| 7D | +0.3% | -63.8% | +64.0% | +0.5% |
| 30D | +0.7% | -14.7% | +15.3% | +0.6% |
| 3M | +4.8% | +65.3% | -60.6% | +3.4% |
| 6M | +11.3% | -68.5% | +79.8% | +11.7% |
| YTD | +16.5% | -83.0% | +99.5% | +17.9% |
| 1Y | +24.3% | -94.4% | +118.7% | +27.4% |
| 3Y | +74.5% | -99.3% | +173.8% | +83.6% |
| 5Y | +54.3% | -99.9% | +154.2% | +69.5% |
| All | +54.3% | -99.9% | +154.2% | +69.5% |
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