-39.8%
BABA vs VO
+36.2%
-76.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -13.8% | +3.1% | -16.9% | -16.6% |
| 30D | -15.1% | +2.2% | -17.3% | -17.3% |
| 3M | -22.7% | -2.5% | -20.2% | -21.0% |
| 6M | -34.7% | +7.0% | -41.6% | -39.6% |
| YTD | -35.0% | +14.0% | -49.0% | -43.9% |
| 1Y | -40.4% | +15.6% | -56.1% | -49.4% |
| 3Y | +21.9% | +66.2% | -44.3% | -33.3% |
| All | -39.8% | +36.2% | -76.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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