+73.4%
VT vs LUV
+111.1%
-37.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | +2.4% | +1.1% | +1.3% | +2.1% |
| 30D | -1.5% | +14.2% | -15.7% | -3.9% |
| 3M | -4.1% | +0.6% | -4.7% | -4.4% |
| 6M | +0.6% | +15.1% | -14.5% | -2.3% |
| YTD | +11.0% | +10.2% | +0.8% | +7.7% |
| 1Y | +13.3% | +38.4% | -25.1% | +5.3% |
| 3Y | +73.4% | +107.5% | -34.1% | +43.7% |
| All | +73.4% | +111.1% | -37.7% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling