+12.0%
ALK vs VOO
+78.5%
-66.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.8% |
| 7D | -1.2% | +2.6% | -3.8% | -5.2% |
| 30D | +7.7% | -2.0% | +9.7% | +11.2% |
| 3M | -19.0% | -2.8% | -16.2% | -15.0% |
| 6M | -0.2% | +2.2% | -2.4% | -3.2% |
| YTD | -23.5% | +11.5% | -35.0% | -34.9% |
| 1Y | -9.1% | +13.5% | -22.6% | -24.5% |
| 3Y | +12.0% | +78.1% | -66.1% | -62.8% |
| All | +12.0% | +78.5% | -66.4% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling