+92.1%
FULT vs VOO
+75.5%
+16.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +1.2% | -2.7% | +3.9% | +3.9% |
| 30D | +7.6% | -5.4% | +13.0% | +13.4% |
| 3M | -1.8% | -4.1% | +2.3% | +1.9% |
| 6M | +10.8% | +0.7% | +10.1% | +8.9% |
| YTD | +26.1% | +8.7% | +17.4% | +13.8% |
| 1Y | +41.7% | +11.0% | +30.8% | +24.8% |
| 3Y | +92.1% | +75.5% | +16.7% | -6.9% |
| All | +92.1% | +75.5% | +16.6% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling