-35.9%
BABA vs VUG
+3.5%
-39.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.5% | -5.6% |
| 7D | +3.8% | +0.5% | +3.3% | +2.9% |
| 30D | -5.4% | -8.2% | +2.8% | +1.0% |
| 3M | -17.9% | -5.4% | -12.5% | -14.6% |
| 6M | -24.1% | -2.5% | -21.5% | -23.0% |
| YTD | -27.4% | +4.2% | -31.6% | -32.6% |
| All | -35.9% | +3.5% | -39.4% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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