+146.2%
VXUS vs ALK
-45.9%
+192.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.3% |
| 7D | +2.1% | -1.2% | +3.3% | +2.3% |
| 30D | -1.1% | +7.7% | -8.8% | -2.9% |
| 3M | -5.6% | -19.0% | +13.4% | -1.8% |
| 6M | -2.3% | -0.2% | -2.0% | -3.5% |
| YTD | +10.4% | -23.5% | +33.8% | +14.2% |
| 1Y | +13.1% | -9.1% | +22.2% | +12.4% |
| 3Y | +68.0% | +12.0% | +56.0% | +51.7% |
| 5Y | +45.8% | -30.9% | +76.7% | +44.3% |
| All | +146.2% | -45.9% | +192.1% | +128.7% |
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