-12.3%
LUV vs VRSN
+33.8%
-46.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.0% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -12.4% | +3.8% | -16.1% | -13.4% |
| 3M | -11.0% | +5.0% | -16.0% | -12.6% |
| 6M | -5.0% | +24.9% | -29.8% | -13.1% |
| YTD | -3.8% | +21.6% | -25.4% | -11.9% |
| 1Y | +25.9% | +2.4% | +23.5% | +23.7% |
| 3Y | +42.2% | +47.3% | -5.1% | +19.0% |
| All | -12.3% | +33.8% | -46.1% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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