+13.5%
VT vs LUV
+47.3%
-33.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | -2.5% | +2.3% | -4.8% | -2.9% |
| 3M | -1.3% | -7.3% | +6.0% | -0.3% |
| 6M | +3.1% | +13.1% | -10.0% | +0.8% |
| YTD | +10.9% | +6.5% | +4.4% | +8.9% |
| All | +13.5% | +47.3% | -33.8% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling