+1,031.9%
ALK vs VT
+374.2%
+657.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -0.7% | +0.4% | -1.1% | -1.2% |
| 30D | -19.2% | +1.0% | -20.2% | -20.1% |
| 3M | -1.5% | +2.4% | -3.9% | -3.8% |
| 6M | -13.1% | +12.0% | -25.1% | -22.2% |
| YTD | -16.4% | +15.3% | -31.8% | -27.4% |
| 1Y | -33.1% | +22.6% | -55.7% | -45.6% |
| 3Y | +0.6% | +74.7% | -74.0% | -43.0% |
| 5Y | -26.4% | +66.1% | -92.5% | -55.3% |
| 10Y | -34.2% | +225.0% | -259.2% | -78.1% |
| All | +1,031.9% | +374.2% | +657.8% | +317.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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