+33.7%
BABA vs VTR
+132.6%
-98.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.5% |
| 7D | -4.8% | -1.7% | -3.1% | -4.6% |
| 30D | -11.9% | -2.4% | -9.5% | -11.7% |
| 3M | -9.3% | +14.8% | -24.1% | -11.4% |
| 6M | -14.2% | +5.3% | -19.6% | -14.9% |
| YTD | -22.0% | +18.1% | -40.1% | -23.8% |
| 1Y | -12.7% | +36.7% | -49.4% | -16.7% |
| All | +33.7% | +132.6% | -98.8% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling