+2,826.7%
VRT vs LUV
-23.3%
+2,850.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.6% |
| 7D | +13.6% | +3.1% | +10.5% | +12.2% |
| 30D | +6.8% | -17.4% | +24.2% | +14.9% |
| 3M | -3.2% | -4.9% | +1.7% | -1.5% |
| 6M | +20.3% | -5.7% | +26.0% | +22.2% |
| YTD | +79.6% | -5.2% | +84.8% | +78.2% |
| 1Y | +139.0% | +24.1% | +114.9% | +110.6% |
| 3Y | +644.6% | +39.6% | +605.0% | +488.3% |
| 5Y | +1,024.4% | -12.5% | +1,036.8% | +977.8% |
| All | +2,826.7% | -23.3% | +2,850.0% | +2,579.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling