+113.2%
LUV vs VLTO
+72.9%
+40.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +6.6% | +1.6% | +5.0% | +5.9% |
| 30D | +11.2% | +22.0% | -10.8% | +2.1% |
| 3M | +3.6% | +21.9% | -18.2% | -4.9% |
| 6M | +13.1% | +36.5% | -23.4% | -1.9% |
| YTD | +13.6% | +19.0% | -5.4% | +4.8% |
| 1Y | +44.4% | +21.0% | +23.4% | +31.8% |
| 3Y | +113.2% | +69.9% | +43.3% | +81.4% |
| All | +113.2% | +72.9% | +40.3% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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