+11.7%
BABA vs VEU
+150.0%
-138.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.2% | -6.0% |
| 7D | -12.7% | +2.4% | -15.0% | -15.4% |
| 30D | -14.9% | -2.0% | -12.9% | -13.0% |
| 3M | -24.6% | -5.1% | -19.5% | -19.9% |
| 6M | -29.3% | -0.7% | -28.6% | -29.8% |
| YTD | -35.0% | +11.0% | -46.0% | -44.3% |
| 1Y | -39.7% | +12.4% | -52.1% | -49.2% |
| 3Y | +21.2% | +69.8% | -48.6% | -39.2% |
| 5Y | -39.9% | +48.2% | -88.1% | -63.3% |
| All | +11.7% | +150.0% | -138.3% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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