+302.5%
VTI vs ALK
-39.2%
+341.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -0.4% | -3.0% | +2.6% | +0.4% |
| 30D | -1.6% | -14.6% | +13.0% | +2.0% |
| 3M | +3.6% | -10.6% | +14.1% | +5.5% |
| 6M | +13.0% | -6.7% | +19.7% | +12.9% |
| YTD | +12.7% | -19.8% | +32.5% | +16.0% |
| 1Y | +18.4% | -35.2% | +53.6% | +27.8% |
| 3Y | +76.4% | +1.4% | +75.1% | +62.5% |
| 5Y | +73.7% | -30.7% | +104.3% | +72.7% |
| 10Y | +302.5% | -37.4% | +339.9% | +260.3% |
| All | +302.5% | -39.2% | +341.7% | +260.3% |
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