-86.6%
BATL vs VOO
+159.6%
-246.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +5.4% | -2.0% | +7.4% | +6.7% |
| 30D | +0.7% | -1.7% | +2.4% | +1.7% |
| 3M | -33.5% | +4.7% | -38.2% | -36.6% |
| 6M | -93.4% | +12.6% | -106.0% | -94.3% |
| YTD | +21.2% | +11.8% | +9.5% | +5.1% |
| 1Y | +30.5% | +17.5% | +12.9% | +7.4% |
| 3Y | -78.4% | +77.0% | -155.4% | -88.7% |
| 5Y | -82.9% | +82.6% | -165.5% | -91.5% |
| All | -86.6% | +159.6% | -246.3% | -94.9% |
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