+46.1%
VXUS vs LUV
-0.2%
+46.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +2.1% | +1.1% | +1.0% | +1.9% |
| 30D | -1.1% | +14.2% | -15.4% | -4.0% |
| 3M | -5.6% | +0.6% | -6.2% | -5.9% |
| 6M | -2.3% | +15.1% | -17.3% | -5.6% |
| YTD | +10.4% | +10.2% | +0.2% | +6.4% |
| 1Y | +13.1% | +38.4% | -25.4% | +3.6% |
| 3Y | +68.0% | +107.5% | -39.5% | +32.8% |
| All | +46.1% | -0.2% | +46.4% | +39.0% |
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