+139.6%
FULT vs VOO
+315.3%
-175.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -2.5% | -1.4% | -1.1% | -1.1% |
| 3M | +4.9% | +3.7% | +1.1% | +0.6% |
| 6M | +19.3% | +13.0% | +6.2% | +4.2% |
| YTD | +23.2% | +12.4% | +10.8% | +8.3% |
| 1Y | +26.2% | +18.6% | +7.6% | +4.8% |
| 3Y | +104.0% | +78.1% | +26.0% | +10.9% |
| 5Y | +87.1% | +82.3% | +4.8% | -1.9% |
| 10Y | +139.6% | +322.5% | -182.9% | -57.8% |
| All | +139.6% | +315.3% | -175.7% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling