+203.5%
BATRA vs VOO
+341.8%
-138.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.3% | +0.1% | +0.1% | +0.2% |
| 30D | +5.8% | +0.1% | +5.8% | +5.8% |
| 3M | +4.6% | +2.0% | +2.6% | +2.7% |
| 6M | +14.7% | +13.0% | +1.6% | +4.2% |
| YTD | +31.5% | +13.6% | +17.9% | +18.9% |
| 1Y | +20.7% | +20.1% | +0.6% | +4.4% |
| 3Y | +34.5% | +77.6% | -43.0% | -15.1% |
| 5Y | +118.0% | +82.4% | +35.6% | +32.6% |
| 10Y | +226.5% | +316.8% | -90.4% | +0.8% |
| All | +203.5% | +341.8% | -138.3% | -7.8% |
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 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