+163.6%
VEA vs ALK
-39.2%
+202.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.7% |
| 7D | +0.3% | -3.0% | +3.3% | +1.0% |
| 30D | +0.4% | -14.6% | +15.0% | +3.8% |
| 3M | +4.8% | -10.6% | +15.4% | +6.7% |
| 6M | +11.3% | -6.7% | +18.0% | +11.3% |
| YTD | +17.4% | -19.8% | +37.1% | +20.8% |
| 1Y | +26.2% | -35.2% | +61.4% | +35.4% |
| 3Y | +77.7% | +1.4% | +76.4% | +64.6% |
| 5Y | +60.9% | -30.7% | +91.6% | +59.5% |
| 10Y | +163.6% | -37.4% | +201.0% | +132.7% |
| All | +163.6% | -39.2% | +202.8% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling