+92.1%
FULT price history and return analytics
+69.7%
+22.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | +1.2% | -2.3% | +3.6% | +3.5% |
| 30D | +7.6% | -5.0% | +12.6% | +13.0% |
| 3M | -1.8% | -4.9% | +3.1% | +3.0% |
| 6M | +10.8% | -1.5% | +12.4% | +11.4% |
| YTD | +26.1% | +8.5% | +17.6% | +12.8% |
| 1Y | +41.7% | +11.4% | +30.3% | +22.6% |
| 3Y | +92.1% | +70.1% | +22.1% | -11.2% |
| All | +92.1% | +69.7% | +22.4% | -11.2% |
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 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