+17.5%
LUV vs VEU
+155.0%
-137.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.2% |
| 7D | -1.0% | -1.4% | +0.5% | +0.7% |
| 30D | -12.4% | -0.4% | -11.9% | -11.9% |
| 3M | -11.0% | +2.5% | -13.5% | -13.6% |
| 6M | -5.0% | +11.1% | -16.1% | -15.4% |
| YTD | -3.8% | +16.5% | -20.3% | -18.9% |
| 1Y | +25.9% | +22.9% | +3.0% | +0.1% |
| 3Y | +42.2% | +73.4% | -31.2% | -22.4% |
| 5Y | -10.8% | +56.1% | -66.9% | -45.2% |
| All | +17.5% | +155.0% | -137.5% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling