+32.9%
BABA vs VNQ
+31.8%
+1.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -12.3% | -2.5% | -9.7% | -11.3% |
| 3M | -5.3% | +1.4% | -6.7% | -6.3% |
| 6M | -13.1% | +4.6% | -17.6% | -15.3% |
| YTD | -22.4% | +10.5% | -33.0% | -26.3% |
| 1Y | -19.5% | +8.4% | -27.9% | -22.9% |
| 3Y | +32.9% | +32.4% | +0.5% | +13.0% |
| All | +32.9% | +31.8% | +1.1% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling