+379.7%
VRT vs LUV
+111.1%
+268.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | +10.5% | +1.1% | +9.4% | +10.2% |
| 30D | -9.3% | +14.2% | -23.6% | -12.9% |
| 3M | -29.6% | +0.6% | -30.2% | -29.9% |
| 6M | -45.4% | +15.1% | -60.4% | -47.5% |
| YTD | +24.8% | +10.2% | +14.6% | +18.6% |
| 1Y | +23.6% | +38.4% | -14.8% | +9.7% |
| 3Y | +379.7% | +107.5% | +272.2% | +221.0% |
| All | +379.7% | +111.1% | +268.6% | +221.0% |
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