+81.9%
BATRA vs VOO
+72.6%
+9.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | +2.2% | +2.6% | -0.4% | +0.9% |
| 30D | +2.8% | -2.0% | +4.8% | +3.9% |
| 3M | -0.1% | -2.8% | +2.7% | +1.3% |
| 6M | +4.2% | +2.2% | +2.0% | +2.6% |
| YTD | +33.3% | +11.5% | +21.8% | +25.3% |
| 1Y | +34.0% | +13.5% | +20.5% | +24.6% |
| 3Y | +53.1% | +78.1% | -24.9% | +10.6% |
| All | +81.9% | +72.6% | +9.3% | +32.8% |
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