+87.4%
FCUS price history and return analytics
+93.2%
-5.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | -6.7% | -0.1% | -6.5% | -6.5% |
| 30D | -25.8% | -3.1% | -22.8% | -21.7% |
| 3M | -11.5% | -3.5% | -8.0% | -5.8% |
| 6M | -25.0% | +0.5% | -25.5% | -24.5% |
| YTD | +4.2% | +10.8% | -6.6% | -9.2% |
| 1Y | -2.8% | +11.9% | -14.7% | -16.3% |
| 3Y | +72.4% | +73.0% | -0.6% | -15.7% |
| All | +87.4% | +93.2% | -5.7% | -20.4% |
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