+28.2%
BABA vs VTI
+343.5%
-315.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.6% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -11.9% | 0.0% | -11.9% | -12.0% |
| 3M | -9.3% | +2.0% | -11.3% | -11.1% |
| 6M | -14.2% | +13.0% | -27.2% | -23.8% |
| YTD | -22.0% | +13.9% | -36.0% | -31.2% |
| 1Y | -12.7% | +20.0% | -32.7% | -26.6% |
| 3Y | +26.7% | +75.8% | -49.2% | -27.6% |
| 5Y | -29.3% | +73.8% | -103.2% | -58.8% |
| 10Y | +21.2% | +297.5% | -276.2% | -69.0% |
| All | +28.2% | +343.5% | -315.3% | -70.6% |
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