-83.6%
BATL vs VOO
+81.6%
-165.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | +3.0% | -0.4% | +3.4% | +3.1% |
| 30D | -3.5% | -1.4% | -2.2% | -3.4% |
| 3M | +3.8% | +3.7% | +0.1% | +2.9% |
| 6M | -92.7% | +13.0% | -105.8% | -93.1% |
| YTD | +20.4% | +12.4% | +7.9% | +14.6% |
| 1Y | +30.8% | +18.6% | +12.2% | +20.4% |
| 3Y | -78.6% | +78.1% | -156.7% | -85.2% |
| 5Y | -83.6% | +82.3% | -165.9% | -89.5% |
| All | -83.6% | +81.6% | -165.2% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling