+208.4%
FUL vs VOO
+810.0%
-601.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.1% |
| 7D | -4.2% | -0.8% | -3.5% | -3.4% |
| 30D | -14.2% | -1.1% | -13.2% | -13.2% |
| 3M | -18.5% | +3.9% | -22.4% | -22.2% |
| 6M | -9.2% | +13.6% | -22.9% | -21.8% |
| YTD | -12.2% | +12.7% | -24.9% | -23.6% |
| 1Y | -17.8% | +17.6% | -35.3% | -32.1% |
| 3Y | -21.9% | +77.3% | -99.2% | -60.4% |
| 5Y | -15.6% | +84.1% | -99.8% | -59.3% |
| 10Y | +25.9% | +323.5% | -297.7% | -78.1% |
| All | +208.4% | +810.0% | -601.7% | -83.1% |
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 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