+159.8%
VXUS vs ALK
+174.5%
-14.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.4% | -2.9% |
| 7D | -3.4% | +7.1% | -10.5% | -5.0% |
| 30D | -5.8% | -3.0% | -2.8% | -5.4% |
| 3M | -6.4% | -25.6% | +19.2% | -0.4% |
| 6M | -2.5% | +0.5% | -3.0% | -4.0% |
| YTD | +7.9% | -23.1% | +31.0% | +11.8% |
| 1Y | +11.5% | -7.5% | +19.0% | +10.4% |
| 3Y | +63.4% | +15.3% | +48.1% | +45.7% |
| 5Y | +42.9% | -34.8% | +77.7% | +43.5% |
| 10Y | +138.9% | -41.2% | +180.0% | +119.7% |
| All | +159.8% | +174.5% | -14.7% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling