+301.1%
FULT price history and return analytics
+346.0%
-44.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | +1.2% | -2.3% | +3.6% | +3.8% |
| 30D | +7.6% | -5.0% | +12.6% | +13.6% |
| 3M | -2.6% | -4.9% | +2.3% | +2.6% |
| 6M | +9.9% | -1.5% | +11.4% | +10.8% |
| YTD | +25.1% | +8.5% | +16.6% | +12.6% |
| 1Y | +40.5% | +11.4% | +29.2% | +22.7% |
| 3Y | +90.5% | +70.1% | +20.4% | +3.7% |
| 5Y | +71.5% | +53.7% | +17.7% | +3.7% |
| 10Y | +136.1% | +220.0% | -83.9% | -37.7% |
| All | +301.1% | +346.0% | -44.9% | -6.0% |
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