+15.7%
BABA vs VTV
+229.0%
-213.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | +2.4% | 0.0% | +2.3% | +2.1% |
| 30D | -7.8% | +3.2% | -11.0% | -10.3% |
| 3M | -22.4% | +1.7% | -24.0% | -23.6% |
| 6M | -26.0% | +11.0% | -37.0% | -32.3% |
| YTD | -29.3% | +21.0% | -50.3% | -39.5% |
| 1Y | -37.5% | +24.3% | -61.8% | -47.7% |
| 3Y | +31.9% | +76.9% | -45.0% | -16.6% |
| 5Y | -33.4% | +76.9% | -110.4% | -57.5% |
| 10Y | +15.7% | +227.8% | -212.1% | -48.4% |
| All | +15.7% | +229.0% | -213.3% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling