+31.0%
BABA vs VTRS
+84.4%
-53.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.8% |
| 7D | -2.2% | -3.5% | +1.3% | -1.4% |
| 30D | -17.3% | +2.1% | -19.4% | -17.8% |
| 3M | -7.8% | +2.6% | -10.4% | -8.7% |
| 6M | -16.8% | +17.8% | -34.5% | -20.5% |
| YTD | -24.7% | +35.7% | -60.3% | -30.3% |
| 1Y | -24.9% | +63.5% | -88.4% | -33.7% |
| All | +31.0% | +84.4% | -53.3% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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