+426.7%
VRTX vs LUV
+20.2%
+406.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | 0.0% |
| 7D | -5.6% | -1.0% | -4.7% | -5.5% |
| 30D | -2.0% | -12.4% | +10.4% | -0.4% |
| 3M | +15.8% | -11.0% | +26.8% | +17.3% |
| 6M | +4.7% | -5.0% | +9.7% | +4.9% |
| YTD | +13.7% | -3.8% | +17.5% | +13.2% |
| 1Y | +29.7% | +25.9% | +3.8% | +24.6% |
| 3Y | +48.4% | +42.2% | +6.2% | +37.2% |
| 5Y | +173.3% | -10.8% | +184.1% | +167.6% |
| All | +426.7% | +20.2% | +406.5% | +373.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling