+10.1%
FCUS price history and return analytics
+12.2%
-2.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.2% |
| 7D | +3.5% | +2.9% | +0.6% | -2.1% |
| 30D | -22.4% | -2.5% | -19.9% | -18.1% |
| 3M | -12.6% | -3.3% | -9.2% | -6.1% |
| 6M | -25.2% | +1.5% | -26.7% | -26.3% |
| YTD | +6.5% | +11.4% | -4.9% | -12.0% |
| All | +10.1% | +12.2% | -2.1% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling