+2.8%
BATT vs VOO
+81.6%
-78.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | +2.3% | -0.4% | +2.6% | +2.7% |
| 30D | +1.0% | -1.4% | +2.4% | +2.7% |
| 3M | +0.2% | +3.7% | -3.5% | -3.7% |
| 6M | +4.3% | +13.0% | -8.7% | -8.6% |
| YTD | +14.3% | +12.4% | +1.8% | +1.0% |
| 1Y | +43.0% | +18.6% | +24.4% | +19.6% |
| 3Y | +45.3% | +78.1% | -32.8% | -23.0% |
| 5Y | +2.8% | +82.3% | -79.5% | -45.8% |
| All | +2.8% | +81.6% | -78.8% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling