+54.6%
VXUS vs LUV
-14.7%
+69.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.3% | +0.7% | -0.4% | +0.1% |
| 30D | +0.7% | -13.4% | +14.1% | +3.6% |
| 3M | +4.8% | -9.6% | +14.3% | +6.6% |
| 6M | +11.3% | -8.9% | +20.2% | +12.7% |
| YTD | +16.5% | -5.2% | +21.7% | +16.2% |
| 1Y | +24.3% | +27.0% | -2.8% | +16.0% |
| 3Y | +74.5% | +39.6% | +34.9% | +53.5% |
| All | +54.6% | -14.7% | +69.3% | +47.7% |
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 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