+371.9%
FULT vs VOO
+817.1%
-445.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.4% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -2.5% | +0.1% | -2.6% | -2.6% |
| 3M | +10.8% | +2.0% | +8.8% | +7.9% |
| 6M | +16.2% | +13.0% | +3.2% | +0.9% |
| YTD | +26.8% | +13.6% | +13.3% | +9.5% |
| 1Y | +26.8% | +20.1% | +6.7% | +2.8% |
| 3Y | +98.0% | +77.6% | +20.4% | +4.4% |
| 5Y | +89.0% | +82.4% | +6.6% | -4.7% |
| 10Y | +143.1% | +316.8% | -173.7% | -54.3% |
| All | +371.9% | +817.1% | -445.2% | -68.5% |
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