-62.8%
ZTS vs FCUV
-99.9%
+37.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -4.5% | -72.0% | +67.5% | -3.9% |
| 30D | -3.3% | -8.0% | +4.7% | -3.6% |
| 3M | -9.7% | +66.3% | -76.0% | -12.5% |
| 6M | -38.8% | -75.3% | +36.5% | -39.5% |
| YTD | -41.2% | -83.0% | +41.8% | -41.6% |
| 1Y | -50.3% | -94.7% | +44.3% | -50.0% |
| 3Y | -59.1% | -99.3% | +40.1% | -58.3% |
| 5Y | -62.8% | -99.9% | +37.1% | -61.0% |
| All | -62.8% | -99.9% | +37.1% | -61.0% |
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 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