-72.4%
FULC price history and return analytics
+137.7%
-210.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -3.5% |
| 7D | +1.9% | +0.4% | +1.6% | +1.0% |
| 30D | -1.3% | -2.6% | +1.3% | +2.4% |
| 3M | -4.4% | -3.2% | -1.1% | 0.0% |
| 6M | -46.9% | +0.9% | -47.9% | -49.1% |
| YTD | -67.1% | +11.3% | -78.4% | -73.2% |
| 1Y | -51.2% | +14.0% | -65.2% | -62.1% |
| 3Y | +9.7% | +75.8% | -66.1% | -57.4% |
| 5Y | -80.9% | +57.8% | -138.7% | -90.6% |
| All | -72.4% | +137.7% | -210.2% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling