+208.3%
FUL vs VOO
+798.5%
-590.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +4.1% | -3.3% | +7.4% | +8.2% |
| 3M | -15.5% | -2.4% | -13.1% | -13.2% |
| 6M | -15.4% | +2.6% | -18.0% | -18.2% |
| YTD | -12.2% | +11.3% | -23.5% | -22.6% |
| 1Y | -9.8% | +13.4% | -23.2% | -22.4% |
| 3Y | -24.8% | +80.3% | -105.1% | -62.7% |
| 5Y | -26.8% | +72.7% | -99.5% | -62.0% |
| 10Y | +29.5% | +310.0% | -280.5% | -76.6% |
| All | +208.3% | +798.5% | -590.2% | -82.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling