+109.0%
VSH vs ALK
-35.5%
+144.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.3% |
| 7D | +6.2% | +0.1% | +6.1% | +6.2% |
| 30D | -11.1% | -18.5% | +7.3% | -3.4% |
| 3M | -44.9% | -3.6% | -41.4% | -43.9% |
| 6M | +90.0% | -3.7% | +93.6% | +87.5% |
| YTD | +118.8% | -19.0% | +137.8% | +126.1% |
| 1Y | +109.0% | -36.0% | +145.0% | +124.4% |
| All | +109.0% | -35.5% | +144.5% | +124.4% |
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