+65.5%
VZ vs ALK
-37.5%
+103.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.3% | +0.2% |
| 7D | +2.2% | +8.9% | -6.7% | +1.5% |
| 30D | +10.6% | +5.9% | +4.6% | +9.9% |
| 3M | -0.6% | -16.5% | +15.9% | +0.6% |
| 6M | +0.7% | +2.1% | -1.4% | 0.0% |
| YTD | +20.6% | -17.1% | +37.7% | +21.1% |
| 1Y | +22.7% | -2.9% | +25.6% | +21.2% |
| 3Y | +57.2% | +24.5% | +32.8% | +47.0% |
| 5Y | +21.4% | -29.1% | +50.5% | +19.3% |
| 10Y | +65.5% | -39.1% | +104.6% | +57.2% |
| All | +65.5% | -37.5% | +103.0% | +57.2% |
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