-92.9%
BATL vs VT
+113.5%
-206.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -5.2% |
| 7D | -18.2% | -4.2% | -14.0% | -16.3% |
| 30D | -29.2% | -5.8% | -23.4% | -27.0% |
| 3M | -43.9% | -5.2% | -38.6% | -42.5% |
| 6M | -79.0% | +0.1% | -79.1% | -79.7% |
| YTD | -35.4% | +8.2% | -43.7% | -44.4% |
| 1Y | -33.1% | +10.1% | -43.2% | -43.5% |
| 3Y | -88.4% | +69.7% | -158.0% | -94.2% |
| 5Y | -93.5% | +53.4% | -146.9% | -96.3% |
| All | -92.9% | +113.5% | -206.3% | -96.6% |
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