+125.8%
VGT vs ALK
+1.7%
+124.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.5% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | -0.3% | -18.5% | +18.1% | +4.1% |
| 3M | +3.4% | -3.6% | +6.9% | +3.5% |
| 6M | +35.0% | -3.7% | +38.7% | +33.9% |
| YTD | +28.8% | -19.0% | +47.8% | +32.2% |
| 1Y | +38.0% | -36.0% | +74.0% | +49.0% |
| 3Y | +125.8% | +2.3% | +123.5% | +111.9% |
| All | +125.8% | +1.7% | +124.1% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling