+34.5%
BABA vs VLTO
+68.7%
-34.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +8.6% | +12.0% | -3.4% | +6.0% |
| 30D | -1.1% | +20.8% | -21.9% | -5.0% |
| 3M | -15.9% | +20.1% | -36.0% | -19.2% |
| 6M | -17.5% | +32.6% | -50.2% | -22.8% |
| YTD | -25.6% | +17.3% | -42.9% | -28.1% |
| 1Y | -33.8% | +17.3% | -51.1% | -36.1% |
| All | +34.5% | +68.7% | -34.2% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling