-70.2%
ULCC vs VOO
+106.6%
-176.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.1% |
| 7D | -5.7% | -0.8% | -4.9% | -4.3% |
| 30D | -16.1% | -1.1% | -15.0% | -14.3% |
| 3M | -7.4% | +3.9% | -11.3% | -13.0% |
| 6M | +62.4% | +13.6% | +48.8% | +31.5% |
| YTD | +19.3% | +12.7% | +6.6% | -1.1% |
| 1Y | +4.5% | +17.6% | -13.1% | -19.4% |
| 3Y | -9.1% | +77.3% | -86.4% | -60.9% |
| 5Y | -61.8% | +84.1% | -145.9% | -84.2% |
| All | -70.2% | +106.6% | -176.8% | -88.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling