-12.5%
FULTP price history and return analytics
+59.8%
-72.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +2.9% | -0.7% | +3.6% | +3.1% |
| 30D | -0.6% | -1.7% | +1.1% | -0.1% |
| 3M | -5.8% | -2.3% | -3.5% | -5.2% |
| 6M | -7.8% | +1.5% | -9.3% | -8.3% |
| YTD | -8.8% | +12.0% | -20.9% | -12.4% |
| 1Y | -11.7% | +12.9% | -24.6% | -15.4% |
| 3Y | +29.9% | +74.9% | -45.0% | +5.9% |
| 5Y | -12.5% | +59.9% | -72.4% | -28.1% |
| All | -12.5% | +59.8% | -72.3% | -28.1% |
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