-71.5%
FULC vs VOO
+188.3%
-259.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.8% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | +2.1% | +0.1% | +2.1% | +2.0% |
| 3M | +14.2% | +2.0% | +12.2% | +9.6% |
| 6M | -53.9% | +13.0% | -66.9% | -62.0% |
| YTD | -66.0% | +13.6% | -79.5% | -72.3% |
| 1Y | -44.0% | +20.1% | -64.1% | -58.2% |
| 3Y | -32.7% | +77.6% | -110.3% | -72.2% |
| 5Y | -86.3% | +82.4% | -168.7% | -94.4% |
| All | -71.5% | +188.3% | -259.8% | -95.2% |
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