+82.2%
LUV vs VLTO
+57.1%
+25.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.1% |
| 7D | +0.1% | +1.5% | -1.4% | -0.5% |
| 30D | +14.0% | +20.9% | -6.9% | +5.2% |
| 3M | +2.6% | +21.4% | -18.8% | -5.6% |
| 6M | +17.3% | +37.6% | -20.3% | +1.5% |
| YTD | +14.0% | +19.5% | -5.6% | +5.0% |
| 1Y | +47.9% | +22.0% | +25.9% | +34.5% |
| 3Y | +114.0% | +70.7% | +43.3% | +70.5% |
| All | +82.2% | +57.1% | +25.1% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling