-28.3%
BABA vs VCIT
+3.2%
-31.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +11.6% | +0.1% | +11.5% | +11.5% |
| 30D | +2.3% | +1.9% | +0.4% | +0.1% |
| 3M | -13.7% | -1.4% | -12.2% | -12.3% |
| 6M | -21.9% | -2.1% | -19.8% | -20.0% |
| YTD | -24.6% | -1.6% | -23.0% | -23.2% |
| 1Y | -34.1% | -0.9% | -33.2% | -33.4% |
| 3Y | +36.3% | +20.0% | +16.3% | +10.4% |
| All | -28.3% | +3.2% | -31.5% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling