+78.6%
VTV vs ALK
+21.9%
+56.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.1% | -5.1% | +1.0% |
| 7D | -0.5% | +8.9% | -9.4% | -1.8% |
| 30D | +3.1% | +5.9% | -2.9% | +2.1% |
| 3M | +1.8% | -16.5% | +18.4% | +4.1% |
| 6M | +10.9% | +2.1% | +8.8% | +9.5% |
| YTD | +20.9% | -17.1% | +38.0% | +22.1% |
| 1Y | +24.6% | -2.9% | +27.5% | +22.6% |
| 3Y | +78.6% | +24.5% | +54.1% | +67.3% |
| All | +78.6% | +21.9% | +56.6% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling