-93.0%
BATL vs VOO
+159.1%
-252.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.8% | -3.9% |
| 7D | -4.1% | +2.6% | -6.7% | -5.6% |
| 30D | -30.2% | -2.0% | -28.2% | -29.5% |
| 3M | -46.3% | -2.8% | -43.6% | -45.6% |
| 6M | -71.5% | +2.2% | -73.6% | -72.6% |
| YTD | -36.4% | +11.5% | -47.9% | -45.0% |
| 1Y | -35.8% | +13.5% | -49.3% | -45.5% |
| 3Y | -88.2% | +78.1% | -166.3% | -93.8% |
| 5Y | -94.2% | +73.1% | -167.3% | -96.9% |
| All | -93.0% | +159.1% | -252.1% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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