-39.3%
VG vs LUV
+28.1%
-67.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.1% |
| 7D | +1.7% | +0.4% | +1.3% | +1.8% |
| 30D | +16.0% | -18.4% | +34.4% | +13.8% |
| 3M | +9.7% | -3.2% | +12.9% | +8.3% |
| 6M | +29.6% | -14.8% | +44.4% | +31.9% |
| YTD | +112.0% | -2.9% | +114.9% | +102.0% |
| 1Y | +12.8% | +29.6% | -16.8% | -7.1% |
| All | -39.3% | +28.1% | -67.4% | -55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling