-84.3%
BATL price history and return analytics
+66.2%
-150.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.3% |
| 7D | -3.6% | +1.0% | -4.7% | -3.5% |
| 30D | +0.8% | -0.2% | +1.0% | +0.8% |
| 3M | -2.9% | +4.5% | -7.5% | -2.3% |
| 6M | -94.1% | +14.1% | -108.2% | -94.2% |
| YTD | +16.8% | +14.8% | +2.1% | +12.4% |
| 1Y | +24.5% | +21.2% | +3.3% | +15.0% |
| 3Y | -79.2% | +76.6% | -155.8% | -86.2% |
| 5Y | -84.3% | +66.6% | -150.9% | -89.7% |
| All | -84.3% | +66.2% | -150.5% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling