-26.8%
FUL price history and return analytics
+57.4%
-84.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | +4.1% | -2.6% | +6.7% | +7.1% |
| 3M | -15.5% | -3.2% | -12.3% | -12.4% |
| 6M | -15.4% | +0.9% | -16.3% | -16.5% |
| YTD | -12.2% | +11.3% | -23.5% | -22.3% |
| 1Y | -9.8% | +14.0% | -23.8% | -22.3% |
| 3Y | -24.8% | +75.8% | -100.7% | -59.9% |
| 5Y | -26.8% | +57.8% | -84.7% | -56.7% |
| All | -26.8% | +57.4% | -84.2% | -56.7% |
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