+74.6%
VZ vs BABA
+23.9%
+50.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.2% |
| 7D | +5.6% | +8.6% | -2.9% | +5.3% |
| 30D | +1.9% | -1.1% | +2.9% | +1.9% |
| 3M | +0.8% | -15.9% | +16.7% | +1.4% |
| 6M | +0.6% | -17.5% | +18.2% | +1.2% |
| YTD | +20.8% | -25.6% | +46.4% | +21.7% |
| 1Y | +23.9% | -33.8% | +57.8% | +25.5% |
| 3Y | +55.7% | +34.6% | +21.1% | +51.0% |
| 5Y | +21.5% | -27.7% | +49.2% | +20.6% |
| 10Y | +68.5% | +17.7% | +50.8% | +56.2% |
| All | +74.6% | +23.9% | +50.7% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling