+1,934.0%
VRT vs LUV
-10.9%
+1,944.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.4% |
| 7D | +10.5% | +1.1% | +9.4% | +10.1% |
| 30D | -9.3% | +14.2% | -23.6% | -14.4% |
| 3M | -29.6% | +0.6% | -30.2% | -30.2% |
| 6M | -45.4% | +15.1% | -60.4% | -48.8% |
| YTD | +24.8% | +10.2% | +14.6% | +16.3% |
| 1Y | +23.6% | +38.4% | -14.8% | +4.8% |
| 3Y | +379.7% | +107.5% | +272.2% | +218.7% |
| 5Y | +660.3% | +1.1% | +659.2% | +587.7% |
| All | +1,934.0% | -10.9% | +1,944.9% | +1,648.2% |
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