+812.9%
VGT vs ALK
-39.2%
+852.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | +1.5% | -3.0% | +4.4% | +2.2% |
| 30D | +0.5% | -14.6% | +15.1% | +4.4% |
| 3M | +5.3% | -10.6% | +15.8% | +7.5% |
| 6M | +32.4% | -6.7% | +39.1% | +32.4% |
| YTD | +28.6% | -19.8% | +48.4% | +32.8% |
| 1Y | +37.6% | -35.2% | +72.8% | +49.2% |
| 3Y | +125.5% | +1.4% | +124.1% | +108.9% |
| 5Y | +135.2% | -30.7% | +165.8% | +135.5% |
| 10Y | +812.9% | -37.4% | +850.3% | +760.3% |
| All | +812.9% | -39.2% | +852.1% | +760.3% |
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