+134.8%
VXUS vs ALK
-41.7%
+176.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -1.8% | +9.0% | -10.8% | -3.7% |
| 30D | -4.6% | -1.6% | -2.9% | -4.5% |
| 3M | -6.1% | -23.2% | +17.1% | -1.2% |
| 6M | -4.9% | -3.9% | -1.0% | -5.3% |
| YTD | +8.1% | -22.6% | +30.6% | +11.6% |
| 1Y | +12.1% | -5.3% | +17.4% | +10.5% |
| 3Y | +63.9% | +18.6% | +45.3% | +46.1% |
| 5Y | +43.1% | -34.4% | +77.5% | +43.4% |
| All | +134.8% | -41.7% | +176.5% | +122.8% |
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