+60.5%
VZ vs ALK
-34.2%
+94.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +0.1% | -0.7% | +0.7% | +0.1% |
| 30D | +7.9% | -19.2% | +27.1% | +9.7% |
| 3M | +13.6% | -1.5% | +15.2% | +13.5% |
| 6M | +1.1% | -13.1% | +14.1% | +1.6% |
| YTD | +29.3% | -16.4% | +45.7% | +29.9% |
| 1Y | +21.2% | -33.1% | +54.3% | +24.1% |
| 3Y | +75.9% | +0.6% | +75.3% | +68.6% |
| 5Y | +24.1% | -26.4% | +50.5% | +21.6% |
| All | +60.5% | -34.2% | +94.7% | +46.9% |
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