+72.3%
FULT price history and return analytics
+53.4%
+18.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.3% |
| 7D | +1.2% | -2.3% | +3.6% | +3.4% |
| 30D | +7.6% | -5.0% | +12.6% | +12.7% |
| 3M | -1.8% | -4.9% | +3.1% | +2.7% |
| 6M | +10.8% | -1.5% | +12.4% | +11.6% |
| YTD | +26.1% | +8.5% | +17.6% | +14.8% |
| 1Y | +41.7% | +11.4% | +30.3% | +25.5% |
| 3Y | +92.1% | +70.1% | +22.1% | +14.5% |
| All | +72.3% | +53.4% | +18.9% | +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 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