+28.2%
BABA vs VTRS
-56.6%
+84.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | -4.8% | +3.3% | -8.1% | -5.5% |
| 30D | -11.9% | -3.6% | -8.3% | -11.3% |
| 3M | -9.3% | +7.0% | -16.2% | -11.2% |
| 6M | -14.2% | +17.5% | -31.7% | -18.1% |
| YTD | -22.0% | +38.8% | -60.8% | -28.7% |
| 1Y | -12.7% | +69.2% | -81.9% | -24.4% |
| 3Y | +26.7% | +77.5% | -50.8% | +6.2% |
| 5Y | -29.3% | +39.9% | -69.2% | -38.6% |
| 10Y | +21.2% | -47.1% | +68.4% | +20.8% |
| All | +28.2% | -56.6% | +84.7% | +23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling