-31.3%
BABA vs VEU
+56.2%
-87.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +0.4% |
| 7D | -4.8% | +1.1% | -5.9% | -6.5% |
| 30D | -11.9% | +2.2% | -14.1% | -15.2% |
| 3M | -9.3% | +3.0% | -12.2% | -14.7% |
| 6M | -14.2% | +10.9% | -25.1% | -29.0% |
| YTD | -22.0% | +18.2% | -40.2% | -42.4% |
| 1Y | -12.7% | +28.3% | -41.0% | -44.1% |
| 3Y | +26.7% | +74.6% | -48.0% | -53.4% |
| All | -31.3% | +56.2% | -87.5% | -68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling