-30.8%
BABA vs VTRS
+41.7%
-72.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.7% |
| 7D | -2.2% | -3.5% | +1.3% | -1.1% |
| 30D | -17.3% | +2.1% | -19.4% | -18.0% |
| 3M | -7.8% | +2.6% | -10.4% | -9.2% |
| 6M | -16.8% | +17.8% | -34.5% | -22.0% |
| YTD | -24.7% | +35.7% | -60.3% | -32.9% |
| 1Y | -24.9% | +63.5% | -88.4% | -37.6% |
| 3Y | +29.1% | +85.1% | -56.0% | -2.3% |
| All | -30.8% | +41.7% | -72.5% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling