-26.5%
FULC price history and return analytics
+76.6%
-103.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | -1.3% | +1.0% | -2.3% | -2.7% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +11.0% | +4.5% | +6.5% | +3.5% |
| 6M | -53.2% | +14.1% | -67.3% | -62.6% |
| YTD | -66.2% | +14.8% | -81.0% | -73.5% |
| 1Y | -47.5% | +21.2% | -68.6% | -62.7% |
| 3Y | -26.5% | +76.6% | -103.1% | -78.5% |
| All | -26.5% | +76.6% | -103.1% | -78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling