+289.6%
VTI vs ALK
-45.9%
+335.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | +2.5% | -1.2% | +3.7% | +2.8% |
| 30D | -1.5% | +7.7% | -9.2% | -3.6% |
| 3M | -3.2% | -19.0% | +15.8% | +1.2% |
| 6M | +2.3% | -0.2% | +2.5% | +0.6% |
| YTD | +11.6% | -23.5% | +35.1% | +15.7% |
| 1Y | +13.8% | -9.1% | +22.9% | +12.6% |
| 3Y | +77.4% | +12.0% | +65.4% | +58.3% |
| 5Y | +64.6% | -30.9% | +95.4% | +63.3% |
| All | +289.6% | -45.9% | +335.5% | +267.0% |
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 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