-8.2%
FULTP price history and return analytics
+65.7%
-73.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | +0.8% | -1.1% | +1.9% | +1.1% |
| 30D | +1.5% | -1.0% | +2.5% | +1.8% |
| 3M | -0.8% | +3.2% | -3.9% | -1.8% |
| 6M | -2.2% | +12.5% | -14.6% | -5.9% |
| YTD | -2.0% | +14.1% | -16.1% | -6.3% |
| 1Y | -4.0% | +18.9% | -22.9% | -9.6% |
| 3Y | +35.4% | +74.1% | -38.7% | +10.9% |
| All | -8.2% | +65.7% | -73.9% | -25.1% |
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