+11.7%
BABA vs VTI
+290.9%
-279.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.6% | -6.6% |
| 7D | -12.7% | +3.4% | -16.0% | -15.5% |
| 30D | -14.9% | -2.3% | -12.6% | -13.3% |
| 3M | -24.6% | -2.2% | -22.5% | -23.4% |
| 6M | -29.3% | +3.3% | -32.6% | -31.8% |
| YTD | -35.0% | +12.1% | -47.1% | -41.8% |
| 1Y | -39.7% | +12.2% | -51.9% | -46.1% |
| 3Y | +21.2% | +78.0% | -56.9% | -31.3% |
| 5Y | -39.9% | +65.2% | -105.1% | -63.2% |
| All | +11.7% | +290.9% | -279.2% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling