+98.1%
BATRK vs VT
+66.2%
+31.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.2% | +0.4% | -0.7% | -0.5% |
| 30D | +1.4% | +1.0% | +0.4% | +0.8% |
| 3M | +2.4% | +2.4% | 0.0% | +0.6% |
| 6M | +14.9% | +12.0% | +2.9% | +6.8% |
| YTD | +27.9% | +15.3% | +12.5% | +16.6% |
| 1Y | +17.4% | +22.6% | -5.2% | +2.9% |
| 3Y | +37.9% | +74.7% | -36.8% | -4.0% |
| All | +98.1% | +66.2% | +31.9% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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