+15.7%
BABA price history and return analytics
+217.6%
-201.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +2.4% | -0.1% | +2.5% | +2.1% |
| 30D | -7.8% | -3.1% | -4.7% | -4.9% |
| 3M | -22.4% | -3.5% | -18.9% | -19.6% |
| 6M | -26.0% | +0.5% | -26.4% | -26.9% |
| YTD | -29.3% | +10.8% | -40.1% | -37.4% |
| 1Y | -37.5% | +11.9% | -49.4% | -45.4% |
| 3Y | +31.9% | +73.0% | -41.1% | -29.8% |
| 5Y | -33.4% | +58.6% | -92.0% | -60.3% |
| 10Y | +15.7% | +219.2% | -203.5% | -66.3% |
| All | +15.7% | +217.6% | -201.9% | -66.3% |
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