+89.7%
VTRS vs ALK
-1.1%
+90.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.8% | -7.2% | -0.1% |
| 7D | +2.4% | +12.4% | -10.0% | 0.0% |
| 30D | +9.1% | +2.1% | +7.0% | +8.4% |
| 3M | +9.4% | -23.9% | +33.3% | +15.2% |
| 6M | +28.3% | +8.2% | +20.1% | +24.3% |
| YTD | +58.0% | -20.5% | +78.5% | +59.8% |
| 1Y | +89.7% | -1.0% | +90.8% | +80.7% |
| All | +89.7% | -1.1% | +90.8% | +80.7% |
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