+33.2%
FULTP vs VOO
+80.9%
-47.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | -2.8% | +2.0% | -4.8% | -3.3% |
| 6M | -4.9% | +13.0% | -17.9% | -8.0% |
| YTD | -2.8% | +13.6% | -16.4% | -6.1% |
| 1Y | -5.2% | +20.1% | -25.2% | -10.0% |
| All | +33.2% | +80.9% | -47.7% | +8.4% |
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 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