+17.1%
BABA price history and return analytics
+215.5%
-198.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.0% |
| 7D | +11.6% | -2.3% | +14.0% | +14.3% |
| 30D | +2.3% | -5.0% | +7.2% | +8.1% |
| 3M | -13.7% | -4.9% | -8.8% | -9.0% |
| 6M | -21.9% | -1.5% | -20.4% | -21.0% |
| YTD | -24.6% | +8.5% | -33.1% | -31.6% |
| 1Y | -34.1% | +11.4% | -45.5% | -42.0% |
| 3Y | +36.3% | +70.1% | -33.8% | -26.0% |
| 5Y | -26.7% | +53.7% | -80.5% | -54.7% |
| All | +17.1% | +215.5% | -198.5% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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