+23.9%
BABA vs VTI
+323.8%
-299.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +0.9% |
| 7D | +11.6% | -2.6% | +14.2% | +14.2% |
| 30D | +2.3% | -5.0% | +7.3% | +7.2% |
| 3M | -13.7% | -4.3% | -9.4% | -10.3% |
| 6M | -21.9% | +0.6% | -22.5% | -22.6% |
| YTD | -24.6% | +8.9% | -33.5% | -30.6% |
| 1Y | -34.1% | +11.1% | -45.2% | -40.6% |
| 3Y | +36.3% | +74.5% | -38.2% | -21.8% |
| 5Y | -26.7% | +60.1% | -86.8% | -53.9% |
| 10Y | +19.2% | +297.4% | -278.2% | -69.7% |
| All | +23.9% | +323.8% | -299.9% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling