+619.5%
VRT vs BABA
+27.3%
+592.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +4.1% |
| 7D | +9.1% | -4.8% | +13.9% | +10.3% |
| 30D | +0.9% | -11.9% | +12.8% | +3.5% |
| 3M | -13.4% | -9.3% | -4.1% | -11.9% |
| 6M | +11.7% | -14.2% | +25.9% | +14.4% |
| YTD | +73.2% | -22.0% | +95.3% | +80.8% |
| 1Y | +123.4% | -12.7% | +136.1% | +129.2% |
| All | +619.5% | +27.3% | +592.2% | +596.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 3y: compounded portfolio wealth divided by compounded BABA 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…
3y analysis · Full analysis span regression · 6 months rolling