+21.7%
ALK vs VO
+66.9%
-45.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.7% | +4.4% | +1.9% |
| 7D | +8.9% | -0.1% | +9.0% | +9.3% |
| 30D | +5.9% | +0.5% | +5.4% | +5.2% |
| 3M | -16.5% | -1.0% | -15.5% | -14.6% |
| 6M | +2.1% | +6.4% | -4.3% | -8.1% |
| YTD | -17.1% | +13.6% | -30.7% | -32.6% |
| 1Y | -2.9% | +14.5% | -17.3% | -21.8% |
| All | +21.7% | +66.9% | -45.2% | -47.1% |
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