+83.1%
VSH vs ALK
-4.9%
+88.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +7.1% | +6.4% | +10.5% |
| 7D | +3.5% | +8.9% | -5.4% | 0.0% |
| 30D | -22.4% | +5.9% | -28.4% | -24.1% |
| 3M | -25.2% | -16.5% | -8.6% | -19.1% |
| 6M | -22.5% | +2.1% | -24.6% | -23.2% |
| YTD | +84.2% | -17.1% | +101.3% | +87.5% |
| All | +83.1% | -4.9% | +88.0% | +59.8% |
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