+45.9%
VXUS vs FCUV
-99.9%
+145.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.9% |
| 7D | +2.3% | +2.4% | -0.1% | +2.3% |
| 30D | -2.2% | -25.9% | +23.7% | -2.1% |
| 3M | -5.4% | -44.8% | +39.3% | -5.4% |
| 6M | -1.2% | -3.5% | +2.2% | -2.5% |
| YTD | +10.4% | -90.7% | +101.1% | +11.9% |
| 1Y | +11.8% | -97.9% | +109.7% | +16.0% |
| 3Y | +68.4% | -99.5% | +167.9% | +77.3% |
| 5Y | +45.9% | -99.9% | +145.7% | +61.3% |
| All | +45.9% | -99.9% | +145.7% | +61.3% |
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