+185.9%
BATRK vs VT
+245.8%
-59.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | +1.4% | +1.0% | +0.4% | +0.6% |
| 3M | +2.4% | +2.4% | 0.0% | -0.1% |
| 6M | +14.9% | +12.0% | +2.9% | +4.0% |
| YTD | +27.9% | +15.3% | +12.5% | +12.7% |
| 1Y | +17.4% | +22.6% | -5.2% | -1.9% |
| 3Y | +37.9% | +74.7% | -36.8% | -15.8% |
| 5Y | +97.6% | +66.1% | +31.4% | +25.2% |
| 10Y | +197.8% | +225.0% | -27.2% | +6.4% |
| All | +185.9% | +245.8% | -59.9% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling