+87.4%
ULCC vs VT
+11.9%
+75.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.7% |
| 7D | +2.2% | +2.4% | -0.2% | -2.9% |
| 30D | +55.5% | -1.5% | +57.0% | +60.9% |
| 3M | +11.3% | -4.1% | +15.4% | +24.1% |
| 6M | +60.8% | +0.6% | +60.3% | +61.0% |
| YTD | +61.1% | +11.0% | +50.1% | +32.1% |
| 1Y | +87.4% | +13.3% | +74.1% | +46.9% |
| All | +87.4% | +11.9% | +75.5% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling