-28.3%
BABA vs VTR
+95.0%
-123.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +11.6% | +4.7% | +7.0% | +10.4% |
| 30D | +2.3% | +10.9% | -8.6% | -0.5% |
| 3M | -13.7% | -3.2% | -10.5% | -13.1% |
| 6M | -21.9% | +3.7% | -25.6% | -23.3% |
| YTD | -24.6% | +16.8% | -41.4% | -28.8% |
| 1Y | -34.1% | +21.3% | -55.4% | -38.5% |
| 3Y | +36.3% | +119.0% | -82.8% | -0.2% |
| All | -28.3% | +95.0% | -123.3% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling