-69.6%
ULCC vs VOO
+107.1%
-176.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -2.9% |
| 7D | +3.8% | +0.5% | +3.3% | +2.8% |
| 30D | -22.4% | -0.9% | -21.4% | -20.9% |
| 3M | -4.3% | +3.9% | -8.2% | -9.7% |
| 6M | +58.3% | +14.5% | +43.7% | +26.4% |
| YTD | +21.7% | +13.0% | +8.7% | +0.4% |
| 1Y | +6.5% | +19.4% | -12.9% | -20.0% |
| 3Y | -4.3% | +78.9% | -83.2% | -59.4% |
| 5Y | -62.3% | +82.3% | -144.5% | -84.3% |
| All | -69.6% | +107.1% | -176.7% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling