+800.0%
VGT vs LUV
+20.2%
+779.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.8% |
| 7D | -0.2% | -1.0% | +0.8% | +0.1% |
| 30D | -0.4% | -12.4% | +11.9% | +3.1% |
| 3M | +4.4% | -11.0% | +15.4% | +7.5% |
| 6M | +32.1% | -5.0% | +37.0% | +32.7% |
| YTD | +28.8% | -3.8% | +32.6% | +27.4% |
| 1Y | +35.3% | +25.9% | +9.4% | +23.2% |
| 3Y | +124.8% | +42.2% | +82.5% | +89.1% |
| 5Y | +137.9% | -10.8% | +148.7% | +126.2% |
| All | +800.0% | +20.2% | +779.7% | +709.2% |
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