-86.2%
FULC vs VOO
+81.6%
-167.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | -0.3% | -0.4% | +0.1% | +0.2% |
| 30D | +2.4% | -1.4% | +3.8% | +4.1% |
| 3M | +9.1% | +3.7% | +5.4% | +3.5% |
| 6M | -51.6% | +13.0% | -64.7% | -59.1% |
| YTD | -66.0% | +12.4% | -78.5% | -71.3% |
| 1Y | -47.0% | +18.6% | -65.6% | -58.2% |
| 3Y | -26.2% | +78.1% | -104.2% | -65.3% |
| 5Y | -86.2% | +82.3% | -168.5% | -93.4% |
| All | -86.2% | +81.6% | -167.8% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling