-39.7%
BABA vs VTR
+21.0%
-60.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.2% | -7.1% |
| 7D | -12.7% | +0.7% | -13.4% | -12.6% |
| 30D | -14.9% | +6.9% | -21.8% | -14.4% |
| 3M | -24.6% | +1.3% | -26.0% | -24.5% |
| 6M | -29.3% | +2.5% | -31.8% | -28.4% |
| YTD | -35.0% | +18.0% | -53.0% | -32.3% |
| 1Y | -39.7% | +19.5% | -59.1% | -36.8% |
| All | -39.7% | +21.0% | -60.7% | -36.8% |
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