-40.4%
BABA vs VLTO
+21.9%
-62.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -13.8% | +1.0% | -14.8% | -13.8% |
| 30D | -15.1% | +17.5% | -32.6% | -14.8% |
| 3M | -22.7% | +21.4% | -44.1% | -22.5% |
| 6M | -34.7% | +38.1% | -72.8% | -34.3% |
| YTD | -35.0% | +19.0% | -54.0% | -35.2% |
| 1Y | -40.4% | +20.7% | -61.1% | -40.0% |
| All | -40.4% | +21.9% | -62.3% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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