+186.6%
BATRK vs VT
+225.3%
-38.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | +0.2% | -2.3% | +2.5% | +1.9% |
| 30D | -2.7% | -5.0% | +2.3% | +1.2% |
| 3M | +3.6% | -4.9% | +8.5% | +7.6% |
| 6M | -1.0% | -1.5% | +0.5% | -0.6% |
| YTD | +28.2% | +8.5% | +19.7% | +18.5% |
| 1Y | +30.1% | +11.4% | +18.7% | +17.5% |
| 3Y | +40.2% | +70.1% | -29.9% | -12.8% |
| 5Y | +67.5% | +53.7% | +13.7% | +13.1% |
| 10Y | +210.2% | +220.0% | -9.8% | +13.7% |
| All | +186.6% | +225.3% | -38.7% | +5.5% |
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