+369.2%
FULT vs VOO
+777.9%
-408.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.5% |
| 7D | +1.2% | -2.7% | +3.9% | +4.2% |
| 30D | +7.6% | -5.4% | +13.0% | +14.0% |
| 3M | -1.8% | -4.1% | +2.3% | +2.4% |
| 6M | +10.8% | +0.7% | +10.1% | +9.0% |
| YTD | +26.1% | +8.7% | +17.4% | +13.8% |
| 1Y | +41.7% | +11.0% | +30.8% | +24.9% |
| 3Y | +92.1% | +75.5% | +16.7% | +2.2% |
| 5Y | +72.9% | +68.4% | +4.6% | -4.8% |
| 10Y | +138.1% | +315.7% | -177.6% | -55.5% |
| All | +369.2% | +777.9% | -408.6% | -67.2% |
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