+19.2%
BABA vs VCIT
+42.6%
-23.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.5% |
| 7D | +4.3% | +0.4% | +3.8% | +4.0% |
| 30D | -5.0% | +2.2% | -7.2% | -6.3% |
| 3M | -18.4% | -1.8% | -16.5% | -17.4% |
| 6M | -20.3% | -1.6% | -18.6% | -19.4% |
| YTD | -27.5% | -1.7% | -25.8% | -26.7% |
| 1Y | -35.3% | -0.8% | -34.5% | -35.0% |
| 3Y | +31.2% | +19.3% | +11.8% | +18.1% |
| 5Y | -32.1% | +3.5% | -35.6% | -37.3% |
| 10Y | +14.7% | +28.6% | -13.9% | +7.4% |
| All | +19.2% | +42.6% | -23.4% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling