+11.7%
BABA price history and return analytics
+222.7%
-211.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.4% | -6.4% |
| 7D | -12.7% | +2.9% | -15.6% | -15.6% |
| 30D | -14.9% | -2.5% | -12.4% | -12.8% |
| 3M | -24.6% | -3.3% | -21.3% | -22.1% |
| 6M | -29.3% | +1.5% | -30.9% | -31.1% |
| YTD | -35.0% | +11.4% | -46.4% | -42.8% |
| 1Y | -39.7% | +11.9% | -51.6% | -47.3% |
| 3Y | +21.2% | +73.9% | -52.7% | -35.9% |
| 5Y | -39.9% | +57.9% | -97.8% | -64.0% |
| All | +11.7% | +222.7% | -211.0% | -67.1% |
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