-36.0%
ALK vs VEU
+26.1%
-62.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.4% |
| 7D | +0.1% | +1.7% | -1.5% | -2.6% |
| 30D | -18.5% | +1.0% | -19.4% | -19.8% |
| 3M | -3.6% | +5.6% | -9.2% | -12.3% |
| 6M | -3.7% | +13.7% | -17.4% | -23.0% |
| YTD | -19.0% | +17.7% | -36.7% | -38.2% |
| 1Y | -36.0% | +25.8% | -61.8% | -54.5% |
| All | -36.0% | +26.1% | -62.1% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling