+33.7%
BABA vs VIG
+58.6%
-24.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.7% |
| 7D | -4.8% | -0.4% | -4.3% | -4.4% |
| 30D | -11.9% | -1.0% | -10.9% | -11.2% |
| 3M | -9.3% | +2.8% | -12.0% | -11.7% |
| 6M | -14.2% | +8.2% | -22.4% | -20.6% |
| YTD | -22.0% | +11.0% | -33.1% | -29.3% |
| 1Y | -12.7% | +16.1% | -28.9% | -23.9% |
| All | +33.7% | +58.6% | -24.8% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling