-35.3%
BABA vs VTR
+22.5%
-57.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +5.1% |
| 7D | +4.3% | +10.0% | -5.7% | +5.2% |
| 30D | -5.0% | +9.6% | -14.6% | -4.1% |
| 3M | -18.4% | -1.2% | -17.1% | -18.2% |
| 6M | -20.3% | +2.8% | -23.1% | -19.3% |
| YTD | -27.5% | +17.4% | -44.9% | -24.1% |
| 1Y | -35.3% | +22.0% | -57.3% | -29.9% |
| All | -35.3% | +22.5% | -57.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling