-36.8%
ALK vs VO
+194.4%
-231.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.3% |
| 30D | -19.2% | -0.3% | -18.9% | -18.8% |
| 3M | -1.5% | +2.9% | -4.5% | -4.9% |
| 6M | -13.1% | +9.3% | -22.4% | -21.9% |
| YTD | -16.4% | +14.2% | -30.6% | -29.0% |
| 1Y | -33.1% | +15.3% | -48.3% | -43.6% |
| 3Y | +0.6% | +56.2% | -55.6% | -41.9% |
| 5Y | -26.4% | +42.4% | -68.8% | -51.7% |
| All | -36.8% | +194.4% | -231.2% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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