+85.9%
ALKS vs VT
+57.4%
+28.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.1% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | +13.7% | -2.6% | +16.3% | +15.6% |
| 3M | -6.1% | -3.2% | -2.9% | -4.1% |
| 6M | +32.0% | +0.9% | +31.0% | +30.7% |
| YTD | +65.0% | +11.3% | +53.7% | +53.0% |
| 1Y | +40.4% | +14.0% | +26.4% | +28.2% |
| 3Y | +88.4% | +75.8% | +12.5% | +32.0% |
| 5Y | +85.9% | +57.8% | +28.1% | +41.8% |
| All | +85.9% | +57.4% | +28.6% | +41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling