-24.9%
BABA vs VTV
+25.5%
-50.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | -2.2% | -0.7% | -1.5% | -1.6% |
| 30D | -17.3% | -0.5% | -16.8% | -17.1% |
| 3M | -7.8% | +5.3% | -13.1% | -12.9% |
| 6M | -16.8% | +12.9% | -29.6% | -28.0% |
| YTD | -24.7% | +18.5% | -43.2% | -37.6% |
| 1Y | -24.9% | +25.3% | -50.2% | -40.3% |
| All | -24.9% | +25.5% | -50.5% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling