-4.9%
BATT vs VT
+10.5%
-15.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.1% |
| 7D | -1.2% | -2.3% | +1.1% | +3.0% |
| 30D | -14.0% | -5.0% | -9.1% | -5.6% |
| 3M | -17.1% | -4.9% | -12.2% | -9.0% |
| 6M | -28.6% | -1.5% | -27.0% | -26.0% |
| YTD | -9.4% | +8.5% | -17.9% | -19.2% |
| 1Y | -4.9% | +11.4% | -16.3% | -18.4% |
| All | -4.9% | +10.5% | -15.4% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling