+24.9%
BABA vs VT
+73.6%
-48.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | -1.6% | +1.7% | +2.0% |
| 30D | -5.2% | -2.5% | -2.7% | -2.4% |
| 3M | -21.2% | -1.3% | -19.9% | -20.1% |
| 6M | -23.0% | +3.1% | -26.1% | -25.8% |
| YTD | -30.9% | +10.9% | -41.8% | -38.6% |
| 1Y | -39.6% | +12.1% | -51.7% | -47.0% |
| All | +24.9% | +73.6% | -48.6% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling