-49.4%
VG vs LUV
+49.8%
-99.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -7.7% | +6.6% | -14.3% | -6.7% |
| 30D | -8.8% | +11.2% | -20.0% | -7.1% |
| 3M | -15.6% | +3.6% | -19.3% | -14.5% |
| 6M | +5.2% | +13.1% | -7.9% | +6.8% |
| YTD | +76.9% | +13.6% | +63.3% | +73.0% |
| 1Y | +42.5% | +44.4% | -1.9% | +23.8% |
| All | -49.4% | +49.8% | -99.1% | -62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling