+359.2%
VT vs ALK
+859.0%
-499.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +4.0% | +0.9% |
| 7D | -1.6% | +2.4% | -4.0% | -2.2% |
| 30D | -2.5% | -7.0% | +4.5% | -1.1% |
| 3M | -1.3% | -26.7% | +25.4% | +5.5% |
| 6M | +3.1% | -4.6% | +7.7% | +2.7% |
| YTD | +10.9% | -26.9% | +37.8% | +16.2% |
| 1Y | +12.1% | -10.4% | +22.5% | +11.6% |
| 3Y | +73.9% | +9.6% | +64.3% | +57.9% |
| 5Y | +58.0% | -34.2% | +92.2% | +59.0% |
| 10Y | +225.5% | -43.6% | +269.1% | +207.7% |
| All | +359.2% | +859.0% | -499.8% | +115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling