+19.3%
BABA vs VTV
+268.6%
-249.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.7% | -5.3% |
| 7D | +3.8% | -0.5% | +4.3% | +4.1% |
| 30D | -5.4% | +3.1% | -8.5% | -7.9% |
| 3M | -17.9% | +1.8% | -19.8% | -19.4% |
| 6M | -24.1% | +10.9% | -34.9% | -30.6% |
| YTD | -27.4% | +20.9% | -48.3% | -38.1% |
| 1Y | -36.1% | +24.6% | -60.7% | -46.9% |
| 3Y | +35.4% | +78.6% | -43.2% | -16.5% |
| 5Y | -30.1% | +76.4% | -106.5% | -56.0% |
| 10Y | +15.8% | +230.7% | -214.9% | -57.8% |
| All | +19.3% | +268.6% | -249.3% | -60.8% |
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