+13.8%
VRT vs LUV
+57.3%
-43.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.8% | -19.7% | -14.4% |
| 7D | -15.4% | +6.8% | -22.2% | -16.8% |
| 30D | -19.0% | +10.9% | -29.9% | -21.2% |
| 3M | -23.8% | -4.2% | -19.6% | -22.9% |
| 6M | -37.9% | +22.1% | -60.0% | -40.5% |
| YTD | +27.0% | +13.8% | +13.1% | +16.1% |
| 1Y | +13.8% | +59.2% | -45.4% | -13.9% |
| All | +13.8% | +57.3% | -43.5% | -13.9% |
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