-26.9%
BATT vs VOO
+212.7%
-239.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | -1.4% | +2.6% | -3.9% | -4.0% |
| 30D | -11.2% | -2.0% | -9.2% | -9.1% |
| 3M | -19.9% | -2.8% | -17.1% | -17.2% |
| 6M | -31.6% | +2.2% | -33.8% | -32.7% |
| YTD | -10.7% | +11.5% | -22.2% | -19.4% |
| 1Y | -7.8% | +13.5% | -21.3% | -18.3% |
| 3Y | +33.0% | +78.1% | -45.1% | -26.3% |
| 5Y | -29.6% | +73.1% | -102.8% | -59.6% |
| All | -26.9% | +212.7% | -239.6% | -75.9% |
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 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