+30.7%
ULTA vs VOO
+77.4%
-46.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.4% |
| 7D | -3.1% | -0.8% | -2.3% | -2.4% |
| 30D | +2.8% | -1.1% | +3.9% | +3.7% |
| 3M | +14.8% | +3.9% | +10.9% | +11.0% |
| 6M | -16.2% | +13.6% | -29.9% | -25.1% |
| YTD | -9.6% | +12.7% | -22.3% | -18.8% |
| 1Y | +4.8% | +17.6% | -12.8% | -9.6% |
| 3Y | +30.7% | +77.3% | -46.6% | -19.0% |
| All | +30.7% | +77.4% | -46.7% | -19.0% |
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