+273.9%
ALK vs VOO
+777.9%
-504.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.2% |
| 7D | +9.0% | -2.7% | +11.8% | +12.9% |
| 30D | -1.6% | -5.4% | +3.7% | +5.6% |
| 3M | -23.2% | -4.1% | -19.1% | -18.9% |
| 6M | -3.9% | +0.7% | -4.6% | -4.2% |
| YTD | -22.6% | +8.7% | -31.3% | -29.1% |
| 1Y | -5.3% | +11.0% | -16.3% | -15.3% |
| 3Y | +18.6% | +75.5% | -56.9% | -38.8% |
| 5Y | -34.4% | +68.4% | -102.7% | -64.2% |
| 10Y | -40.8% | +315.7% | -356.5% | -88.5% |
| All | +273.9% | +777.9% | -504.0% | -67.7% |
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