+74.8%
VZ vs BABA
+20.7%
+54.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.9% | +1.9% |
| 7D | +6.9% | +4.3% | +2.6% | +6.8% |
| 30D | +2.3% | -5.0% | +7.2% | +2.4% |
| 3M | 0.0% | -18.4% | +18.4% | +0.7% |
| 6M | +0.2% | -20.3% | +20.5% | +0.9% |
| YTD | +20.9% | -27.5% | +48.4% | +22.0% |
| 1Y | +25.2% | -35.3% | +60.6% | +26.9% |
| 3Y | +55.9% | +31.2% | +24.7% | +51.3% |
| 5Y | +22.6% | -32.1% | +54.7% | +22.0% |
| 10Y | +68.6% | +14.7% | +54.0% | +56.5% |
| All | +74.8% | +20.7% | +54.1% | +57.7% |
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 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