-94.3%
BATL vs VT
+57.0%
-151.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.2% |
| 7D | -4.1% | +2.4% | -6.5% | -3.8% |
| 30D | -30.2% | -1.5% | -28.7% | -30.3% |
| 3M | -46.3% | -4.1% | -42.2% | -46.6% |
| 6M | -71.5% | +0.6% | -72.0% | -71.4% |
| YTD | -36.4% | +11.0% | -47.4% | -38.9% |
| 1Y | -35.8% | +13.3% | -49.1% | -39.3% |
| 3Y | -88.2% | +73.4% | -161.6% | -92.3% |
| All | -94.3% | +57.0% | -151.3% | -96.3% |
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