+207.9%
BATRA vs VOO
+333.8%
-125.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +2.2% | +2.6% | -0.4% | +0.3% |
| 30D | +2.8% | -2.0% | +4.8% | +4.3% |
| 3M | -0.1% | -2.8% | +2.7% | +1.9% |
| 6M | +4.2% | +2.2% | +2.0% | +2.0% |
| YTD | +33.3% | +11.5% | +21.8% | +22.1% |
| 1Y | +34.0% | +13.5% | +20.5% | +21.0% |
| 3Y | +53.1% | +78.1% | -24.9% | -3.8% |
| 5Y | +83.6% | +73.1% | +10.5% | +16.6% |
| 10Y | +181.8% | +310.7% | -129.0% | -11.9% |
| All | +207.9% | +333.8% | -125.9% | -5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling