+123.4%
VRT vs LUV
+24.6%
+98.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.1% | +3.8% |
| 7D | +9.1% | +0.4% | +8.7% | +9.0% |
| 30D | +0.9% | -18.4% | +19.3% | +5.6% |
| 3M | -13.4% | -3.2% | -10.2% | -11.9% |
| 6M | +11.7% | -14.8% | +26.5% | +12.4% |
| YTD | +73.2% | -2.9% | +76.1% | +70.1% |
| 1Y | +123.4% | +29.6% | +93.8% | +117.9% |
| All | +123.4% | +24.6% | +98.8% | +117.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling