-72.7%
FULC vs VOO
+184.1%
-256.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.1% |
| 7D | 0.0% | +3.3% | -3.3% | -4.7% |
| 30D | 0.0% | -2.7% | +2.7% | +3.7% |
| 3M | -1.1% | -1.7% | +0.7% | +0.9% |
| 6M | -47.1% | +3.1% | -50.2% | -50.4% |
| YTD | -67.5% | +11.9% | -79.4% | -73.1% |
| 1Y | -56.0% | +12.1% | -68.0% | -63.8% |
| 3Y | +5.1% | +78.6% | -73.4% | -57.4% |
| 5Y | -80.0% | +73.8% | -153.8% | -91.2% |
| All | -72.7% | +184.1% | -256.9% | -95.4% |
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 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