+22.2%
VTRS vs ALK
+0.8%
+21.4%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.8% | +3.0% | -1.0% |
| 7D | +9.0% | +0.9% | +8.1% | +8.8% |
| 30D | +19.8% | +3.3% | +16.5% | +18.9% |
| 3M | +29.3% | -17.6% | +46.9% | +33.3% |
| 6M | +22.2% | +0.8% | +21.4% | +18.3% |
| All | +22.2% | +0.8% | +21.4% | +18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling