-1.6%
ALK vs VO
+13.8%
-15.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.7% | +4.4% | +0.2% |
| 7D | +8.9% | -0.1% | +9.0% | +9.2% |
| 30D | +5.9% | +0.5% | +5.4% | +4.6% |
| 3M | -16.5% | -1.0% | -15.5% | -14.1% |
| 6M | +2.1% | +6.4% | -4.3% | -13.2% |
| YTD | -17.1% | +13.6% | -30.7% | -39.4% |
| All | -1.6% | +13.8% | -15.4% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling