-59.2%
ULCC price history and return analytics
+77.2%
-136.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.5% |
| 7D | +8.1% | +2.9% | +5.3% | +2.7% |
| 30D | +38.0% | -2.5% | +40.5% | +45.9% |
| 3M | +14.9% | -3.3% | +18.3% | +24.3% |
| 6M | +63.1% | +1.5% | +61.6% | +61.9% |
| YTD | +63.5% | +11.4% | +52.1% | +37.4% |
| 1Y | +89.7% | +11.9% | +77.7% | +58.1% |
| 3Y | +112.1% | +73.9% | +38.2% | -11.8% |
| 5Y | -52.8% | +57.9% | -110.7% | -77.0% |
| All | -59.2% | +77.2% | -136.4% | -82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling