+25.3%
VTV vs ALK
-36.6%
+61.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -0.7% | -3.0% | +2.3% | -0.3% |
| 30D | -0.5% | -14.6% | +14.1% | +1.2% |
| 3M | +5.3% | -10.6% | +15.9% | +6.2% |
| 6M | +12.9% | -6.7% | +19.6% | +12.6% |
| YTD | +18.5% | -19.8% | +38.2% | +19.9% |
| 1Y | +25.3% | -35.2% | +60.5% | +28.5% |
| All | +25.3% | -36.6% | +61.9% | +28.5% |
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