-37.5%
BABA vs VTV
+24.5%
-62.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | +2.4% | 0.0% | +2.3% | +2.2% |
| 30D | -7.8% | +3.2% | -11.0% | -9.7% |
| 3M | -22.4% | +1.7% | -24.0% | -23.4% |
| 6M | -26.0% | +11.0% | -37.0% | -32.5% |
| YTD | -29.3% | +21.0% | -50.3% | -38.1% |
| 1Y | -37.5% | +24.3% | -61.8% | -44.0% |
| All | -37.5% | +24.5% | -62.1% | -44.0% |
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