-51.4%
VG vs LUV
+43.7%
-95.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -22.0% | +4.8% | -26.8% | -21.3% |
| 30D | -11.6% | +6.5% | -18.2% | -10.5% |
| 3M | -14.9% | -4.9% | -10.0% | -14.6% |
| 6M | -3.5% | +8.1% | -11.6% | -2.7% |
| YTD | +70.0% | +9.0% | +61.0% | +65.2% |
| 1Y | +50.0% | +43.6% | +6.4% | +27.4% |
| All | -51.4% | +43.7% | -95.1% | -63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling