-30.9%
ALK vs VOO
+72.6%
-103.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.9% |
| 7D | -1.2% | +2.6% | -3.8% | -4.5% |
| 30D | +7.7% | -2.0% | +9.7% | +10.7% |
| 3M | -19.0% | -2.8% | -16.2% | -15.6% |
| 6M | -0.2% | +2.2% | -2.4% | -2.4% |
| YTD | -23.5% | +11.5% | -35.0% | -32.8% |
| 1Y | -9.1% | +13.5% | -22.6% | -21.8% |
| 3Y | +12.0% | +78.1% | -66.1% | -44.0% |
| All | -30.9% | +72.6% | -103.5% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling