+51.6%
LUV vs VLTO
+26.2%
+25.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.0% |
| 7D | +3.1% | -1.6% | +4.7% | +3.8% |
| 30D | -17.4% | -2.9% | -14.6% | -16.4% |
| 3M | -4.9% | +12.7% | -17.5% | -10.3% |
| 6M | -5.7% | +1.6% | -7.3% | -6.8% |
| YTD | -5.2% | -4.0% | -1.2% | -4.1% |
| 1Y | +24.1% | -10.2% | +34.3% | +29.6% |
| All | +51.6% | +26.2% | +25.4% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling