-0.7%
FULTP vs VT
+117.3%
-118.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.1% | +0.4% | -1.6% | -1.3% |
| 30D | 0.0% | +1.0% | -1.0% | -0.3% |
| 3M | -2.8% | +2.4% | -5.2% | -3.5% |
| 6M | -4.9% | +12.0% | -16.9% | -8.2% |
| YTD | -2.8% | +15.3% | -18.1% | -7.0% |
| 1Y | -5.2% | +22.6% | -27.8% | -11.1% |
| 3Y | +32.2% | +74.7% | -42.5% | +10.3% |
| 5Y | -9.4% | +66.1% | -75.6% | -25.0% |
| All | -0.7% | +117.3% | -118.0% | -19.0% |
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 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