-8.5%
FULTP vs VOO
+136.9%
-145.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +0.5% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -5.3% | -3.3% | -2.0% | -4.4% |
| 3M | -7.0% | -2.4% | -4.6% | -6.4% |
| 6M | -9.5% | +2.6% | -12.1% | -10.2% |
| YTD | -10.4% | +11.3% | -21.6% | -13.1% |
| 1Y | -12.3% | +13.4% | -25.7% | -15.5% |
| 3Y | +27.6% | +80.3% | -52.7% | +6.9% |
| 5Y | -14.9% | +72.7% | -87.6% | -29.3% |
| All | -8.5% | +136.9% | -145.3% | -25.4% |
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 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