+186.6%
BATRK vs VOO
+325.3%
-138.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.9% |
| 7D | -3.2% | -0.8% | -2.4% | -2.6% |
| 30D | -7.8% | -1.1% | -6.8% | -7.1% |
| 3M | -5.2% | +3.9% | -9.1% | -8.1% |
| 6M | +13.7% | +13.6% | +0.1% | +2.8% |
| YTD | +23.8% | +12.7% | +11.1% | +12.5% |
| 1Y | +15.2% | +17.6% | -2.4% | +1.1% |
| 3Y | +34.8% | +77.3% | -42.6% | -15.3% |
| 5Y | +91.8% | +84.1% | +7.7% | +15.1% |
| All | +186.6% | +325.3% | -138.7% | -21.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling