+25.5%
VZ vs BABA
-30.9%
+56.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | -4.8% | +4.8% | +0.2% |
| 30D | +7.9% | -11.9% | +19.8% | +8.2% |
| 3M | +13.6% | -9.3% | +22.9% | +13.9% |
| 6M | +1.1% | -14.2% | +15.3% | +1.4% |
| YTD | +29.3% | -22.0% | +51.3% | +29.8% |
| 1Y | +21.2% | -12.7% | +34.0% | +21.1% |
| 3Y | +75.9% | +26.7% | +49.2% | +72.1% |
| All | +25.5% | -30.9% | +56.4% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling