-41.0%
ALK vs VOO
+306.9%
-347.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | +0.1% |
| 7D | +12.9% | -0.6% | +13.5% | +14.0% |
| 30D | +5.5% | -3.6% | +9.2% | +11.0% |
| 3M | -12.1% | -2.7% | -9.4% | -8.6% |
| 6M | +1.7% | +2.2% | -0.5% | -0.5% |
| YTD | -17.4% | +10.9% | -28.3% | -26.6% |
| 1Y | -1.9% | +11.3% | -13.3% | -13.0% |
| 3Y | +21.2% | +76.9% | -55.7% | -39.8% |
| 5Y | -27.8% | +73.5% | -101.3% | -63.0% |
| 10Y | -41.0% | +307.7% | -348.7% | -89.2% |
| All | -41.0% | +306.9% | -347.9% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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