+16.9%
FUL vs VOO
+309.6%
-292.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -1.1% | +2.6% | -3.7% | -3.9% |
| 30D | -1.8% | -2.0% | +0.2% | +0.3% |
| 3M | -17.7% | -2.8% | -14.9% | -15.2% |
| 6M | -16.2% | +2.2% | -18.3% | -18.4% |
| YTD | -15.7% | +11.5% | -27.2% | -25.4% |
| 1Y | -14.5% | +13.5% | -27.9% | -25.8% |
| 3Y | -28.8% | +78.1% | -106.9% | -62.8% |
| 5Y | -32.7% | +73.1% | -105.8% | -63.8% |
| All | +16.9% | +309.6% | -292.7% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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