+91.5%
FCUS price history and return analytics
+94.2%
-2.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.0% |
| 7D | +3.5% | +2.9% | +0.6% | -1.2% |
| 30D | -22.4% | -2.5% | -19.9% | -18.8% |
| 3M | -12.6% | -3.3% | -9.2% | -7.2% |
| 6M | -25.2% | +1.5% | -26.7% | -25.9% |
| YTD | +6.5% | +11.4% | -4.9% | -8.0% |
| 1Y | +2.4% | +11.9% | -9.5% | -11.8% |
| 3Y | +76.2% | +73.9% | +2.3% | -14.6% |
| All | +91.5% | +94.2% | -2.6% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling