-79.2%
BATL vs VOO
+79.1%
-158.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +1.9% |
| 7D | -3.6% | +0.5% | -4.2% | -3.2% |
| 30D | +0.8% | -0.9% | +1.7% | +0.1% |
| 3M | -2.9% | +3.9% | -6.8% | +1.6% |
| 6M | -94.1% | +14.5% | -108.6% | -93.5% |
| YTD | +16.8% | +13.0% | +3.9% | +28.4% |
| 1Y | +24.5% | +19.4% | +5.1% | +34.7% |
| 3Y | -79.2% | +78.9% | -158.1% | -74.6% |
| All | -79.2% | +79.1% | -158.3% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling