+36.3%
BABA vs VTI
+74.2%
-38.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.0% |
| 7D | +11.6% | -2.6% | +14.2% | +13.8% |
| 30D | +2.3% | -5.0% | +7.3% | +6.6% |
| 3M | -13.7% | -4.3% | -9.4% | -10.7% |
| 6M | -21.9% | +0.6% | -22.5% | -22.5% |
| YTD | -24.6% | +8.9% | -33.5% | -29.9% |
| 1Y | -34.1% | +11.1% | -45.2% | -39.7% |
| 3Y | +36.3% | +74.5% | -38.2% | -18.5% |
| All | +36.3% | +74.2% | -38.0% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling