-16.1%
FULTP vs VT
+60.6%
-76.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.0% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | -7.9% | -1.4% | -6.5% | -7.5% |
| 3M | -9.9% | -1.4% | -8.5% | -9.5% |
| 6M | -11.2% | +5.5% | -16.7% | -12.9% |
| YTD | -11.4% | +12.8% | -24.3% | -15.0% |
| 1Y | -13.7% | +15.4% | -29.2% | -17.9% |
| 3Y | +26.7% | +76.9% | -50.2% | +2.9% |
| 5Y | -16.1% | +60.4% | -76.5% | -31.0% |
| All | -16.1% | +60.6% | -76.6% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling