+29.6%
LUV vs VTEB
+3.1%
+26.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.1% |
| 7D | +0.4% | -0.8% | +1.2% | +4.1% |
| 30D | -18.4% | -1.3% | -17.1% | -13.0% |
| 3M | -3.2% | -2.1% | -1.1% | +6.8% |
| 6M | -14.8% | -1.7% | -13.2% | -8.9% |
| YTD | -2.9% | -0.6% | -2.3% | +5.0% |
| 1Y | +29.6% | +3.1% | +26.5% | +32.0% |
| All | +29.6% | +3.1% | +26.4% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling