+142.2%
VXUS vs ALK
-39.7%
+181.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +0.5% | +12.9% | -12.4% | -2.1% |
| 30D | -2.5% | +5.5% | -8.1% | -3.9% |
| 3M | -4.6% | -12.1% | +7.5% | -2.4% |
| 6M | -2.6% | +1.7% | -4.3% | -4.2% |
| YTD | +10.4% | -17.4% | +27.8% | +12.4% |
| 1Y | +12.9% | -1.9% | +14.8% | +10.5% |
| 3Y | +68.4% | +21.2% | +47.1% | +49.5% |
| 5Y | +47.7% | -27.8% | +75.5% | +44.9% |
| 10Y | +142.2% | -41.0% | +183.3% | +122.8% |
| All | +142.2% | -39.7% | +181.9% | +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