-12.3%
LUV vs VTEB
+1.2%
-13.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +1.0% |
| 7D | -1.0% | -0.9% | 0.0% | +0.2% |
| 30D | -12.4% | -2.5% | -9.8% | -9.4% |
| 3M | -11.0% | -3.0% | -8.0% | -7.4% |
| 6M | -5.0% | -2.1% | -2.9% | -1.9% |
| YTD | -3.8% | -1.5% | -2.3% | -1.3% |
| 1Y | +25.9% | +0.2% | +25.8% | +27.2% |
| 3Y | +42.2% | +8.6% | +33.7% | +29.7% |
| All | -12.3% | +1.2% | -13.5% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling