+14.9%
BABA vs VTV
+272.9%
-258.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.0% |
| 7D | -3.6% | -0.4% | -3.2% | -3.5% |
| 30D | -8.4% | +3.9% | -12.2% | -11.4% |
| 3M | -20.6% | +2.6% | -23.1% | -22.4% |
| 6M | -25.4% | +11.5% | -36.9% | -32.1% |
| YTD | -30.1% | +22.3% | -52.4% | -41.0% |
| 1Y | -36.3% | +24.5% | -60.8% | -47.1% |
| 3Y | +30.4% | +78.8% | -48.4% | -19.6% |
| 5Y | -35.7% | +78.6% | -114.4% | -59.9% |
| 10Y | +16.0% | +231.8% | -215.8% | -57.8% |
| All | +14.9% | +272.9% | -258.0% | -62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling