+29.6%
LUV vs VYM
+21.4%
+8.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +3.1% |
| 7D | +0.4% | 0.0% | +0.4% | +0.5% |
| 30D | -18.4% | -0.5% | -17.9% | -17.5% |
| 3M | -3.2% | +3.0% | -6.2% | -8.4% |
| 6M | -14.8% | +8.2% | -23.1% | -27.3% |
| YTD | -2.9% | +15.8% | -18.7% | -26.0% |
| 1Y | +29.6% | +20.8% | +8.7% | -10.1% |
| All | +29.6% | +21.4% | +8.1% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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