+96.9%
ULCC vs VOO
+14.7%
+82.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.6% | +8.0% | +5.6% |
| 7D | +14.9% | -0.7% | +15.6% | +16.8% |
| 30D | +16.0% | -1.1% | +17.1% | +19.7% |
| 3M | -11.3% | -0.3% | -10.9% | -9.7% |
| 6M | +73.3% | +7.4% | +66.0% | +50.0% |
| YTD | +50.5% | +13.4% | +37.2% | +18.4% |
| 1Y | +96.9% | +14.8% | +82.1% | +53.1% |
| All | +96.9% | +14.7% | +82.3% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling