-39.1%
ALK vs VOO
+317.9%
-357.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.3% | +4.7% | +3.9% |
| 7D | +8.9% | +0.1% | +8.8% | +8.9% |
| 30D | +5.9% | -3.3% | +9.3% | +10.9% |
| 3M | -16.5% | -2.4% | -14.1% | -13.6% |
| 6M | +2.1% | +2.6% | -0.5% | -0.6% |
| YTD | -17.1% | +11.3% | -28.4% | -26.6% |
| 1Y | -2.9% | +13.4% | -16.3% | -16.0% |
| 3Y | +24.5% | +80.3% | -55.8% | -39.7% |
| 5Y | -29.1% | +72.7% | -101.8% | -63.5% |
| 10Y | -39.1% | +310.0% | -349.2% | -89.0% |
| All | -39.1% | +317.9% | -357.0% | -89.0% |
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