+20.6%
FUL price history and return analytics
+224.4%
-203.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.6% |
| 7D | -3.7% | -0.7% | -3.0% | -2.9% |
| 30D | +3.2% | -1.7% | +4.9% | +5.3% |
| 3M | -17.9% | -2.3% | -15.6% | -15.7% |
| 6M | -15.3% | +1.5% | -16.8% | -17.1% |
| YTD | -13.4% | +12.0% | -25.4% | -24.7% |
| 1Y | -10.7% | +12.9% | -23.6% | -23.1% |
| 3Y | -26.8% | +74.9% | -101.8% | -62.9% |
| 5Y | -29.5% | +59.9% | -89.4% | -59.9% |
| 10Y | +20.6% | +224.6% | -204.1% | -72.4% |
| All | +20.6% | +224.4% | -203.8% | -72.4% |
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