-12.3%
LUV vs VOO
+82.8%
-95.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -1.0% | -0.8% | -0.2% | -0.1% |
| 30D | -12.4% | -1.1% | -11.3% | -11.3% |
| 3M | -11.0% | +3.9% | -14.9% | -14.5% |
| 6M | -5.0% | +13.6% | -18.6% | -16.9% |
| YTD | -3.8% | +12.7% | -16.5% | -15.0% |
| 1Y | +25.9% | +17.6% | +8.3% | +6.3% |
| 3Y | +42.2% | +77.3% | -35.1% | -20.9% |
| All | -12.3% | +82.8% | -95.1% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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