+303.6%
ALK vs VOO
+817.1%
-513.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -19.2% | +0.1% | -19.3% | -19.3% |
| 3M | -1.5% | +2.0% | -3.5% | -3.7% |
| 6M | -13.1% | +13.0% | -26.1% | -24.5% |
| YTD | -16.4% | +13.6% | -30.0% | -27.7% |
| 1Y | -33.1% | +20.1% | -53.1% | -46.0% |
| 3Y | +0.6% | +77.6% | -76.9% | -49.0% |
| 5Y | -26.4% | +82.4% | -108.8% | -63.7% |
| 10Y | -34.2% | +316.8% | -351.0% | -87.3% |
| All | +303.6% | +817.1% | -513.5% | -67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling