+228.8%
VTV vs ALK
-45.9%
+274.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +2.9% | -1.2% | +4.1% | +3.1% |
| 30D | +3.8% | +7.7% | -3.9% | +1.8% |
| 3M | +1.6% | -19.0% | +20.5% | +5.9% |
| 6M | +11.2% | -0.2% | +11.4% | +9.4% |
| YTD | +22.0% | -23.5% | +45.5% | +26.0% |
| 1Y | +24.9% | -9.1% | +34.0% | +23.4% |
| 3Y | +78.5% | +12.0% | +66.4% | +58.5% |
| 5Y | +77.8% | -30.9% | +108.6% | +74.8% |
| All | +228.8% | -45.9% | +274.7% | +203.6% |
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