-47.4%
ALK price history and return analytics
+221.8%
-269.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.0% |
| 7D | -1.2% | +2.4% | -3.5% | -4.4% |
| 30D | +7.7% | -1.5% | +9.2% | +10.2% |
| 3M | -19.0% | -4.1% | -14.9% | -13.5% |
| 6M | -0.2% | +0.6% | -0.8% | -0.1% |
| YTD | -23.5% | +11.0% | -34.5% | -32.7% |
| 1Y | -9.1% | +13.3% | -22.5% | -22.2% |
| 3Y | +12.0% | +73.4% | -61.4% | -46.4% |
| 5Y | -30.9% | +57.4% | -88.3% | -61.5% |
| All | -47.4% | +221.8% | -269.1% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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