+24.3%
FUL price history and return analytics
+221.4%
-197.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | -1.4% | +1.0% | -2.5% | -2.6% |
| 30D | -13.1% | -0.2% | -12.9% | -12.9% |
| 3M | -11.3% | +4.5% | -15.8% | -16.0% |
| 6M | -8.9% | +14.1% | -23.0% | -22.3% |
| YTD | -9.7% | +14.8% | -24.5% | -23.5% |
| 1Y | -14.2% | +21.2% | -35.4% | -32.1% |
| 3Y | -20.1% | +76.6% | -96.7% | -59.8% |
| 5Y | -13.5% | +66.6% | -80.0% | -53.0% |
| 10Y | +24.3% | +222.3% | -197.9% | -68.0% |
| All | +24.3% | +221.4% | -197.1% | -68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling