-10.9%
FULTP vs VT
+109.0%
-119.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -4.3% | -1.6% | -2.7% | -3.8% |
| 30D | -9.5% | -2.5% | -7.0% | -8.8% |
| 3M | -10.9% | -1.3% | -9.6% | -10.6% |
| 6M | -13.0% | +3.1% | -16.1% | -13.8% |
| YTD | -12.8% | +10.9% | -23.7% | -15.6% |
| 1Y | -15.4% | +12.1% | -27.5% | -18.5% |
| 3Y | +24.7% | +73.9% | -49.2% | +4.3% |
| 5Y | -17.2% | +58.0% | -75.2% | -30.6% |
| All | -10.9% | +109.0% | -119.9% | -26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling