-30.5%
BABA vs VNQ
+5.0%
-35.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.3% |
| 7D | -2.2% | -0.9% | -1.3% | -1.6% |
| 30D | -17.3% | -2.2% | -15.1% | -16.2% |
| 3M | -7.8% | -1.9% | -5.8% | -7.1% |
| 6M | -16.8% | +3.2% | -20.0% | -18.8% |
| YTD | -24.7% | +9.4% | -34.1% | -29.3% |
| 1Y | -24.9% | +7.5% | -32.5% | -28.9% |
| 3Y | +29.1% | +31.1% | -2.0% | +4.8% |
| 5Y | -30.5% | +6.6% | -37.1% | -37.7% |
| All | -30.5% | +5.0% | -35.5% | -37.7% |
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