+22.3%
BABA vs VO
+218.3%
-195.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.5% | +6.1% | +5.8% |
| 7D | +8.6% | -3.3% | +11.9% | +11.8% |
| 30D | -1.1% | -1.8% | +0.8% | +0.4% |
| 3M | -15.9% | -3.4% | -12.6% | -13.5% |
| 6M | -17.5% | +3.0% | -20.5% | -20.0% |
| YTD | -25.6% | +10.7% | -36.3% | -32.3% |
| 1Y | -33.8% | +11.8% | -45.6% | -40.5% |
| 3Y | +34.6% | +60.4% | -25.8% | -13.3% |
| 5Y | -27.7% | +33.6% | -61.3% | -44.7% |
| 10Y | +17.7% | +202.0% | -184.3% | -56.7% |
| All | +22.3% | +218.3% | -195.9% | -57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling