-33.4%
BABA vs VO
+36.5%
-70.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +2.4% | -0.2% | +2.5% | +2.2% |
| 30D | -7.8% | +0.5% | -8.2% | -8.6% |
| 3M | -22.4% | -1.1% | -21.3% | -21.9% |
| 6M | -26.0% | +6.4% | -32.4% | -31.3% |
| YTD | -29.3% | +13.5% | -42.8% | -38.7% |
| 1Y | -37.5% | +13.6% | -51.1% | -46.0% |
| 3Y | +31.9% | +65.2% | -33.3% | -27.4% |
| 5Y | -33.4% | +37.7% | -71.2% | -54.2% |
| All | -33.4% | +36.5% | -70.0% | -54.2% |
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