+50.0%
VG vs ALK
-6.6%
+56.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.4% |
| 7D | -22.0% | +9.0% | -31.1% | -17.1% |
| 30D | -11.6% | -1.6% | -10.0% | -11.0% |
| 3M | -14.9% | -23.2% | +8.3% | -24.6% |
| 6M | -3.5% | -3.9% | +0.3% | -0.1% |
| YTD | +70.0% | -22.6% | +92.6% | +80.3% |
| 1Y | +50.0% | -5.3% | +55.3% | +41.0% |
| All | +50.0% | -6.6% | +56.6% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling