+12.0%
ALK vs VCLT
+14.4%
-2.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -0.8% |
| 7D | -1.2% | -2.3% | +1.1% | +2.3% |
| 30D | +7.7% | +0.8% | +6.9% | +7.0% |
| 3M | -19.0% | -2.7% | -16.3% | -15.3% |
| 6M | -0.2% | -4.3% | +4.1% | +7.5% |
| YTD | -23.5% | -4.3% | -19.2% | -17.1% |
| 1Y | -9.1% | -4.4% | -4.8% | -1.4% |
| 3Y | +12.0% | +13.8% | -1.7% | -10.8% |
| All | +12.0% | +14.4% | -2.4% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling