-35.3%
BABA vs VSH
+62.1%
-97.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.1% | +10.0% | +5.5% |
| 7D | +4.3% | -13.6% | +17.9% | +6.0% |
| 30D | -5.0% | -30.4% | +25.4% | -1.0% |
| 3M | -18.4% | -33.3% | +14.9% | -14.9% |
| 6M | -20.3% | -15.1% | -5.2% | -26.2% |
| YTD | -27.5% | +80.2% | -107.7% | -42.9% |
| 1Y | -35.3% | +63.4% | -98.7% | -49.0% |
| All | -35.3% | +62.1% | -97.4% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling