-12.0%
LUV vs VO
+40.2%
-52.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.1% |
| 7D | -0.1% | -2.5% | +2.4% | +2.9% |
| 30D | -14.6% | -3.2% | -11.4% | -11.2% |
| 3M | -5.7% | +3.9% | -9.6% | -9.6% |
| 6M | -8.4% | +9.6% | -18.1% | -17.0% |
| YTD | -5.1% | +11.6% | -16.7% | -15.7% |
| 1Y | +26.6% | +12.6% | +14.0% | +11.6% |
| 3Y | +39.7% | +55.4% | -15.7% | -11.6% |
| 5Y | -12.0% | +41.8% | -53.9% | -39.7% |
| All | -12.0% | +40.2% | -52.2% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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