+76.5%
VUG vs LUV
-14.7%
+91.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -1.6% | -14.6% | +13.0% | +2.3% |
| 3M | +4.4% | -5.7% | +10.1% | +5.5% |
| 6M | +13.2% | -8.4% | +21.6% | +14.7% |
| YTD | +7.5% | -5.1% | +12.6% | +6.7% |
| 1Y | +12.5% | +26.6% | -14.1% | +2.3% |
| 3Y | +86.0% | +39.7% | +46.3% | +55.9% |
| 5Y | +76.5% | -12.0% | +88.5% | +68.5% |
| All | +76.5% | -14.7% | +91.1% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling