-25.0%
BATT price history and return analytics
+143.9%
-168.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.7% |
| 7D | -0.7% | -0.1% | -0.6% | -0.5% |
| 30D | -13.8% | -3.1% | -10.8% | -10.2% |
| 3M | -19.0% | -3.5% | -15.5% | -15.0% |
| 6M | -27.3% | +0.5% | -27.8% | -27.0% |
| YTD | -8.3% | +10.8% | -19.1% | -17.9% |
| 1Y | -7.0% | +11.9% | -18.9% | -17.6% |
| 3Y | +38.5% | +73.0% | -34.4% | -26.9% |
| 5Y | -25.1% | +58.6% | -83.7% | -55.5% |
| All | -25.0% | +143.9% | -168.9% | -70.0% |
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