-72.1%
FULC price history and return analytics
+137.2%
-209.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.9% |
| 7D | +1.9% | +2.4% | -0.5% | -1.8% |
| 30D | +2.7% | -1.5% | +4.2% | +4.7% |
| 3M | +1.6% | -4.1% | +5.7% | +7.7% |
| 6M | -48.0% | +0.6% | -48.6% | -49.9% |
| YTD | -66.7% | +11.0% | -77.7% | -72.8% |
| 1Y | -57.1% | +13.3% | -70.5% | -66.3% |
| 3Y | +8.6% | +73.4% | -64.7% | -56.9% |
| 5Y | -79.6% | +57.4% | -137.0% | -89.9% |
| All | -72.1% | +137.2% | -209.2% | -94.2% |
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