-26.9%
BATT price history and return analytics
+144.5%
-171.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -1.4% | +2.4% | -3.7% | -4.2% |
| 30D | -11.2% | -1.5% | -9.7% | -9.3% |
| 3M | -19.9% | -4.1% | -15.8% | -15.3% |
| 6M | -31.6% | +0.6% | -32.2% | -31.4% |
| YTD | -10.7% | +11.0% | -21.7% | -20.2% |
| 1Y | -7.8% | +13.3% | -21.1% | -19.6% |
| 3Y | +33.0% | +73.4% | -40.4% | -30.0% |
| 5Y | -29.6% | +57.4% | -87.1% | -57.9% |
| All | -26.9% | +144.5% | -171.3% | -70.9% |
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