+24.5%
FULTP vs VT
+69.4%
-44.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.9% |
| 7D | -0.1% | -4.2% | +4.0% | +1.1% |
| 30D | -8.4% | -5.8% | -2.6% | -6.9% |
| 3M | -9.2% | -5.2% | -3.9% | -7.8% |
| 6M | -11.0% | +0.1% | -11.2% | -11.2% |
| YTD | -11.7% | +8.2% | -19.9% | -13.9% |
| 1Y | -13.8% | +10.1% | -23.9% | -16.5% |
| All | +24.5% | +69.4% | -44.9% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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