+1,491.8%
VTR vs ALK
+631.8%
+860.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +3.8% | +12.9% | -9.2% | +0.4% |
| 30D | +10.1% | +5.5% | +4.6% | +8.1% |
| 3M | -1.2% | -12.1% | +10.9% | +1.4% |
| 6M | +4.8% | +1.7% | +3.0% | +2.0% |
| YTD | +18.9% | -17.4% | +36.3% | +20.2% |
| 1Y | +21.8% | -1.9% | +23.8% | +17.1% |
| 3Y | +132.0% | +21.2% | +110.7% | +97.1% |
| 5Y | +94.7% | -27.8% | +122.5% | +86.8% |
| 10Y | +136.8% | -41.0% | +177.9% | +125.2% |
| All | +1,491.8% | +631.8% | +860.1% | +524.8% |
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 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