-92.3%
BATL vs VT
+122.5%
-214.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -6.1% |
| 7D | -9.4% | -0.3% | -9.1% | -9.4% |
| 30D | -25.0% | -1.4% | -23.5% | -24.6% |
| 3M | -41.6% | -1.4% | -40.2% | -41.5% |
| 6M | -78.5% | +5.5% | -84.0% | -79.9% |
| YTD | -30.3% | +12.8% | -43.1% | -41.4% |
| 1Y | -28.4% | +15.4% | -43.8% | -41.3% |
| 3Y | -87.4% | +76.9% | -164.3% | -93.8% |
| 5Y | -92.4% | +60.4% | -152.8% | -95.8% |
| All | -92.3% | +122.5% | -214.8% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling