-12.5%
FULTP price history and return analytics
+58.5%
-71.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +3.2% | +2.9% | +0.3% | +2.3% |
| 30D | -1.9% | -2.5% | +0.6% | -1.1% |
| 3M | -5.6% | -3.3% | -2.3% | -4.6% |
| 6M | -7.3% | +1.5% | -8.8% | -7.9% |
| YTD | -8.8% | +11.4% | -20.2% | -12.2% |
| 1Y | -11.7% | +11.9% | -23.6% | -15.2% |
| 3Y | +29.9% | +73.9% | -43.9% | +6.1% |
| 5Y | -12.5% | +57.9% | -70.4% | -27.9% |
| All | -12.5% | +58.5% | -71.0% | -27.9% |
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