+29.8%
BABA vs VLTO
+56.3%
-26.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | +2.4% | +1.6% | +0.7% | +2.0% |
| 30D | -7.8% | +22.0% | -29.7% | -11.7% |
| 3M | -22.4% | +21.9% | -44.3% | -25.7% |
| 6M | -26.0% | +36.5% | -62.5% | -31.3% |
| YTD | -29.3% | +19.0% | -48.3% | -32.0% |
| 1Y | -37.5% | +21.0% | -58.5% | -40.3% |
| 3Y | +31.9% | +69.9% | -38.0% | +14.8% |
| All | +29.8% | +56.3% | -26.5% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling