-26.7%
ZTS vs FCUV
-98.1%
+71.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -7.5% | +15.0% | +7.5% |
| 7D | +15.4% | -8.6% | +24.0% | +15.5% |
| 30D | +25.8% | -25.9% | +51.7% | +25.9% |
| 3M | +18.1% | -69.8% | +87.9% | +18.4% |
| 6M | -19.7% | -31.6% | +11.9% | -21.0% |
| YTD | -27.5% | -90.1% | +62.6% | -27.6% |
| 1Y | -26.7% | -98.0% | +71.3% | -24.6% |
| All | -26.7% | -98.1% | +71.4% | -24.6% |
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