-6.5%
BATT price history and return analytics
+151.0%
-157.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.4% |
| 7D | +2.3% | -0.1% | +2.4% | +2.4% |
| 30D | +1.0% | -0.7% | +1.7% | +1.9% |
| 3M | +0.2% | +4.0% | -3.8% | -4.3% |
| 6M | +4.3% | +12.3% | -8.0% | -8.9% |
| YTD | +14.3% | +14.0% | +0.2% | -1.5% |
| 1Y | +43.0% | +20.3% | +22.7% | +15.9% |
| 3Y | +45.3% | +75.4% | -30.2% | -24.9% |
| 5Y | +2.8% | +66.0% | -63.2% | -42.3% |
| All | -6.5% | +151.0% | -157.5% | -64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling