-35.3%
BABA vs VGT
+18.8%
-54.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.3% | -6.5% | +10.8% | +7.5% |
| 30D | -5.0% | -10.6% | +5.6% | 0.0% |
| 3M | -18.4% | -3.7% | -14.7% | -17.3% |
| 6M | -20.3% | +10.4% | -30.6% | -26.4% |
| YTD | -27.5% | +23.1% | -50.6% | -38.3% |
| 1Y | -35.3% | +19.9% | -55.2% | -44.7% |
| All | -35.3% | +18.8% | -54.1% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling