+83.7%
VOO vs LUV
-11.9%
+95.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.8% | -1.0% | +0.2% | -0.6% |
| 30D | -1.1% | -12.4% | +11.3% | +1.7% |
| 3M | +3.9% | -11.0% | +14.9% | +6.2% |
| 6M | +13.6% | -5.0% | +18.6% | +13.9% |
| YTD | +12.7% | -3.8% | +16.5% | +11.7% |
| 1Y | +17.6% | +25.9% | -8.3% | +8.7% |
| 3Y | +77.3% | +42.2% | +35.1% | +52.3% |
| All | +83.7% | -11.9% | +95.6% | +75.8% |
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