+72.6%
VZ vs BABA
+8.5%
+64.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -13.8% | +15.2% | +1.9% |
| 30D | +4.4% | -15.1% | +19.5% | +4.8% |
| 3M | -2.4% | -22.7% | +20.4% | -1.7% |
| 6M | +1.4% | -34.7% | +36.1% | +2.6% |
| YTD | +21.4% | -35.0% | +56.4% | +22.6% |
| 1Y | +20.3% | -40.4% | +60.7% | +21.8% |
| 3Y | +57.4% | +21.9% | +35.5% | +53.8% |
| 5Y | +21.9% | -39.9% | +61.8% | +21.8% |
| All | +72.6% | +8.5% | +64.2% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling