+23.8%
FUL vs VOO
+306.9%
-283.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.7% |
| 7D | +1.2% | -0.6% | +1.8% | +1.9% |
| 30D | +3.0% | -3.6% | +6.6% | +7.2% |
| 3M | -16.7% | -2.7% | -14.0% | -14.2% |
| 6M | -16.3% | +2.2% | -18.6% | -18.6% |
| YTD | -13.1% | +10.9% | -24.0% | -22.7% |
| 1Y | -10.6% | +11.3% | -21.9% | -20.8% |
| 3Y | -26.6% | +76.9% | -103.6% | -61.4% |
| 5Y | -27.9% | +73.5% | -101.4% | -61.3% |
| 10Y | +23.8% | +307.7% | -283.8% | -77.0% |
| All | +23.8% | +306.9% | -283.0% | -77.0% |
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