+14.4%
BABA vs VNQ
+62.8%
-48.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -2.9% | -2.6% | -0.3% | -1.7% |
| 30D | -15.1% | -2.3% | -12.7% | -14.1% |
| 3M | -5.0% | -2.8% | -2.3% | -4.0% |
| 6M | -19.9% | +2.5% | -22.4% | -21.1% |
| YTD | -25.3% | +8.4% | -33.7% | -28.4% |
| 1Y | -23.9% | +6.8% | -30.6% | -26.6% |
| 3Y | +28.1% | +29.9% | -1.8% | +11.2% |
| 5Y | -31.4% | +7.2% | -38.6% | -35.4% |
| All | +14.4% | +62.8% | -48.4% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling