+3.8%
VCIT vs LUV
-10.8%
+14.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.1% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | -0.8% | -18.4% | +17.7% | -0.1% |
| 3M | -1.0% | -3.2% | +2.2% | -0.9% |
| 6M | -1.8% | -14.8% | +13.0% | -1.5% |
| YTD | -0.7% | -2.9% | +2.2% | -0.8% |
| 1Y | +1.0% | +29.6% | -28.6% | -0.2% |
| 3Y | +18.8% | +35.2% | -16.4% | +16.5% |
| All | +3.8% | -10.8% | +14.6% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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