-36.0%
ALK vs VOO
+19.5%
-55.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.9% |
| 7D | +0.1% | +0.5% | -0.4% | -1.1% |
| 30D | -18.5% | -0.9% | -17.5% | -16.7% |
| 3M | -3.6% | +3.9% | -7.4% | -10.9% |
| 6M | -3.7% | +14.5% | -18.2% | -28.0% |
| YTD | -19.0% | +13.0% | -32.0% | -37.7% |
| 1Y | -36.0% | +19.4% | -55.5% | -52.4% |
| All | -36.0% | +19.5% | -55.5% | -52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling