+17.5%
LUV vs VTEB
+17.9%
-0.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +0.9% |
| 7D | -1.0% | -0.9% | 0.0% | +0.5% |
| 30D | -12.4% | -2.5% | -9.8% | -8.7% |
| 3M | -11.0% | -3.0% | -8.0% | -6.5% |
| 6M | -5.0% | -2.1% | -2.9% | -1.2% |
| YTD | -3.8% | -1.5% | -2.3% | -0.9% |
| 1Y | +25.9% | +0.2% | +25.8% | +26.4% |
| 3Y | +42.2% | +8.6% | +33.7% | +24.8% |
| 5Y | -10.8% | +1.2% | -12.0% | -12.0% |
| All | +17.5% | +17.9% | -0.4% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling