+49.6%
ALKS vs VT
+11.9%
+37.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +5.5% | +2.9% | +2.6% | +3.1% |
| 30D | +18.2% | -2.5% | +20.8% | +20.7% |
| 3M | -6.6% | -3.3% | -3.2% | -4.0% |
| 6M | +22.7% | +1.5% | +21.2% | +20.0% |
| YTD | +67.9% | +11.4% | +56.5% | +42.3% |
| 1Y | +49.6% | +11.9% | +37.7% | +26.3% |
| All | +49.6% | +11.9% | +37.7% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling