+186.0%
BATRK vs VOO
+339.4%
-153.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +0.5% | +0.5% | 0.0% | +0.1% |
| 30D | +0.8% | -0.9% | +1.7% | +1.5% |
| 3M | +2.0% | +3.9% | -1.9% | -1.2% |
| 6M | +15.4% | +14.5% | +0.8% | +3.7% |
| YTD | +27.9% | +13.0% | +15.0% | +16.1% |
| 1Y | +19.1% | +19.4% | -0.3% | +3.4% |
| 3Y | +40.0% | +78.9% | -38.9% | -12.4% |
| 5Y | +102.2% | +82.3% | +19.9% | +22.8% |
| 10Y | +193.9% | +314.2% | -120.3% | -10.7% |
| All | +186.0% | +339.4% | -153.3% | -14.9% |
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