-93.8%
BATL vs VT
+53.4%
-147.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.8% |
| 7D | -21.9% | -2.3% | -19.6% | -22.2% |
| 30D | -25.0% | -5.0% | -20.0% | -25.6% |
| 3M | -44.4% | -4.9% | -39.6% | -44.8% |
| 6M | -74.7% | -1.5% | -73.1% | -74.7% |
| YTD | -33.6% | +8.5% | -42.1% | -36.4% |
| 1Y | -29.9% | +11.4% | -41.3% | -34.2% |
| 3Y | -87.8% | +70.1% | -157.9% | -92.0% |
| All | -93.8% | +53.4% | -147.2% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling