-99.3%
FCUV price history and return analytics
+72.7%
-172.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.6% |
| 7D | -72.0% | -2.0% | -70.0% | -70.9% |
| 30D | -8.0% | -1.4% | -6.6% | -5.1% |
| 3M | +66.3% | +4.7% | +61.5% | +53.1% |
| 6M | -75.3% | +11.4% | -86.6% | -80.0% |
| YTD | -83.0% | +13.1% | -96.0% | -86.3% |
| 1Y | -94.7% | +19.0% | -113.7% | -96.1% |
| All | -99.3% | +72.7% | -172.0% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling