-93.8%
FNUC price history and return analytics
+76.6%
-170.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.9% |
| 7D | -5.1% | +1.0% | -6.1% | -6.0% |
| 30D | -12.4% | -0.2% | -12.1% | -12.1% |
| 3M | -21.6% | +4.5% | -26.1% | -24.0% |
| 6M | -47.2% | +14.1% | -61.2% | -51.3% |
| YTD | -50.3% | +14.8% | -65.1% | -54.0% |
| 1Y | -59.9% | +21.2% | -81.1% | -62.7% |
| 3Y | -93.8% | +76.6% | -170.3% | -96.3% |
| All | -93.8% | +76.6% | -170.4% | -96.3% |
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 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