-85.8%
FULC price history and return analytics
+66.2%
-152.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | -1.3% | +1.0% | -2.3% | -2.6% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +11.0% | +4.5% | +6.5% | +3.9% |
| 6M | -53.2% | +14.1% | -67.3% | -61.7% |
| YTD | -66.2% | +14.8% | -81.0% | -72.8% |
| 1Y | -47.5% | +21.2% | -68.6% | -61.0% |
| 3Y | -26.5% | +76.6% | -103.1% | -67.3% |
| 5Y | -85.8% | +66.6% | -152.4% | -93.5% |
| All | -85.8% | +66.2% | -152.0% | -93.5% |
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 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