-9.5%
FULTP price history and return analytics
+104.3%
-113.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | +2.0% | -2.3% | +4.3% | +2.7% |
| 30D | -7.4% | -5.0% | -2.4% | -6.0% |
| 3M | -8.6% | -4.9% | -3.7% | -7.3% |
| 6M | -10.6% | -1.5% | -9.1% | -10.3% |
| YTD | -11.4% | +8.5% | -19.9% | -13.7% |
| 1Y | -13.9% | +11.4% | -25.3% | -16.9% |
| 3Y | +25.0% | +70.1% | -45.1% | +5.1% |
| 5Y | -16.1% | +53.7% | -69.8% | -29.1% |
| All | -9.5% | +104.3% | -113.8% | -24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling