-11.1%
LUV vs VT
+66.2%
-77.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +0.4% | +0.4% | 0.0% | -0.1% |
| 30D | -18.4% | +1.0% | -19.4% | -19.4% |
| 3M | -3.2% | +2.4% | -5.6% | -5.9% |
| 6M | -14.8% | +12.0% | -26.8% | -25.3% |
| YTD | -2.9% | +15.3% | -18.2% | -17.8% |
| 1Y | +29.6% | +22.6% | +7.0% | +2.1% |
| 3Y | +35.2% | +74.7% | -39.5% | -28.2% |
| All | -11.1% | +66.2% | -77.3% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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