+147.3%
VXUS vs LUV
+20.2%
+127.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.7% |
| 7D | -1.4% | -1.0% | -0.5% | -1.2% |
| 30D | -0.5% | -12.4% | +11.9% | +2.6% |
| 3M | +2.6% | -11.0% | +13.6% | +5.0% |
| 6M | +10.9% | -5.0% | +15.8% | +11.3% |
| YTD | +16.1% | -3.8% | +19.9% | +15.4% |
| 1Y | +22.3% | +25.9% | -3.6% | +13.4% |
| 3Y | +72.0% | +42.2% | +29.8% | +49.1% |
| 5Y | +54.1% | -10.8% | +64.9% | +47.6% |
| All | +147.3% | +20.2% | +127.0% | +115.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling