-10.5%
ULCC vs VOO
+75.9%
-86.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.8% |
| 7D | -3.7% | -2.0% | -1.7% | +0.8% |
| 30D | -20.0% | -1.7% | -18.4% | -16.8% |
| 3M | -0.1% | +4.7% | -4.8% | -9.1% |
| 6M | +52.8% | +12.6% | +40.2% | +19.5% |
| YTD | +17.4% | +11.8% | +5.6% | -5.8% |
| 1Y | +7.6% | +17.5% | -10.0% | -22.7% |
| All | -10.5% | +75.9% | -86.4% | -71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling