+12.0%
ALK vs VO
+66.5%
-54.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -1.2% | +3.1% | -4.3% | -6.6% |
| 30D | +7.7% | +2.2% | +5.5% | +3.5% |
| 3M | -19.0% | -2.5% | -16.5% | -14.7% |
| 6M | -0.2% | +7.0% | -7.2% | -11.0% |
| YTD | -23.5% | +14.0% | -37.5% | -38.2% |
| 1Y | -9.1% | +15.6% | -24.8% | -28.1% |
| 3Y | +12.0% | +66.2% | -54.2% | -52.0% |
| All | +12.0% | +66.5% | -54.5% | -52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling