+535.3%
VRT vs LUV
+38.8%
+496.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -7.7% | -0.1% | -7.6% | -7.7% |
| 30D | -12.0% | -14.6% | +2.7% | -7.9% |
| 3M | -11.7% | -5.7% | -6.0% | -10.0% |
| 6M | -8.1% | -8.4% | +0.4% | -6.2% |
| YTD | +53.2% | -5.1% | +58.4% | +52.2% |
| 1Y | +81.7% | +26.6% | +55.1% | +64.3% |
| All | +535.3% | +38.8% | +496.5% | +458.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling