+21.2%
VT vs LUV
+25.9%
-4.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | +1.0% | +3.1% | -2.1% | +0.5% |
| 30D | -0.2% | -17.4% | +17.2% | +2.7% |
| 3M | +4.5% | -4.9% | +9.4% | +5.2% |
| 6M | +14.1% | -5.7% | +19.8% | +14.2% |
| YTD | +14.8% | -5.2% | +19.9% | +14.8% |
| 1Y | +21.2% | +24.1% | -2.9% | +16.3% |
| All | +21.2% | +25.9% | -4.7% | +16.3% |
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