+25.9%
LUV vs VEU
+23.8%
+2.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.1% |
| 7D | -1.0% | -1.4% | +0.5% | +0.8% |
| 30D | -12.4% | -0.4% | -11.9% | -11.9% |
| 3M | -11.0% | +2.5% | -13.5% | -13.9% |
| 6M | -5.0% | +11.1% | -16.1% | -17.1% |
| YTD | -3.8% | +16.5% | -20.3% | -21.6% |
| 1Y | +25.9% | +22.9% | +3.0% | -4.5% |
| All | +25.9% | +23.8% | +2.1% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling