-35.7%
BABA vs VNQ
+7.4%
-43.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -3.6% | -1.0% | -2.6% | -3.1% |
| 30D | -8.4% | +6.2% | -14.6% | -11.8% |
| 3M | -20.6% | +1.5% | -22.1% | -21.4% |
| 6M | -25.4% | +2.1% | -27.5% | -26.8% |
| YTD | -30.1% | +12.8% | -42.9% | -35.8% |
| 1Y | -36.3% | +10.4% | -46.7% | -40.7% |
| 3Y | +30.4% | +44.4% | -14.0% | -2.1% |
| 5Y | -35.7% | +7.4% | -43.1% | -44.0% |
| All | -35.7% | +7.4% | -43.1% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling