-29.9%
BABA vs VTV
+80.5%
-110.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.3% |
| 7D | -0.2% | +0.3% | -0.5% | -0.5% |
| 30D | -12.3% | +0.1% | -12.4% | -12.5% |
| 3M | -5.3% | +6.2% | -11.5% | -11.6% |
| 6M | -13.1% | +13.5% | -26.6% | -24.3% |
| YTD | -22.4% | +18.9% | -41.3% | -35.7% |
| 1Y | -19.5% | +25.8% | -45.3% | -37.2% |
| 3Y | +32.9% | +68.7% | -35.8% | -27.0% |
| 5Y | -29.9% | +80.3% | -110.2% | -64.2% |
| All | -29.9% | +80.5% | -110.3% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling