-7.0%
FULTP vs VOO
+137.4%
-144.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +2.7% | +2.6% | +0.1% | +2.0% |
| 30D | -0.8% | -2.0% | +1.2% | -0.3% |
| 3M | -5.8% | -2.8% | -3.0% | -5.1% |
| 6M | -8.4% | +2.2% | -10.5% | -9.0% |
| YTD | -9.0% | +11.5% | -20.5% | -11.8% |
| 1Y | -11.3% | +13.5% | -24.8% | -14.5% |
| 3Y | +30.6% | +78.1% | -47.5% | +9.8% |
| 5Y | -12.6% | +73.1% | -85.7% | -27.4% |
| All | -7.0% | +137.4% | -144.4% | -24.3% |
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