+62.8%
VZ vs LUV
+18.6%
+44.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +5.7% | -14.6% | +20.3% | +7.3% |
| 3M | +8.2% | -5.7% | +13.9% | +8.6% |
| 6M | +1.7% | -8.4% | +10.2% | +2.1% |
| YTD | +28.9% | -5.1% | +34.0% | +28.2% |
| 1Y | +22.7% | +26.6% | -3.8% | +18.1% |
| 3Y | +82.7% | +39.7% | +43.0% | +70.4% |
| 5Y | +26.4% | -12.0% | +38.4% | +23.6% |
| All | +62.8% | +18.6% | +44.2% | +45.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling