+189.4%
BATRK price history and return analytics
+232.9%
-43.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | +1.0% | +2.4% | -1.4% | -0.9% |
| 30D | +2.6% | -1.5% | +4.1% | +3.7% |
| 3M | -4.0% | -4.1% | +0.2% | -0.8% |
| 6M | +0.6% | +0.6% | 0.0% | -0.6% |
| YTD | +29.4% | +11.0% | +18.4% | +17.5% |
| 1Y | +32.5% | +13.3% | +19.1% | +18.1% |
| 3Y | +48.9% | +73.4% | -24.4% | -8.8% |
| 5Y | +66.4% | +57.4% | +8.9% | +10.3% |
| 10Y | +155.6% | +221.7% | -66.1% | -7.1% |
| All | +189.4% | +232.9% | -43.5% | +4.6% |
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