-5.0%
LUV vs VNQ
+3.8%
-8.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.6% |
| 7D | -1.0% | -1.3% | +0.3% | +0.4% |
| 30D | -12.4% | -2.6% | -9.8% | -9.8% |
| 3M | -11.0% | -2.0% | -9.0% | -9.5% |
| 6M | -5.0% | +4.3% | -9.3% | -13.8% |
| All | -5.0% | +3.8% | -8.8% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 6mo: compounded portfolio wealth divided by compounded VNQ 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…
6mo analysis · Full analysis span regression · 6 months rolling