+41.7%
BATT price history and return analytics
+77.9%
-36.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.2% | +0.4% | -2.7% | -2.9% |
| 30D | +2.1% | +1.0% | +1.2% | +0.7% |
| 3M | -9.0% | +2.4% | -11.4% | -11.7% |
| 6M | +0.3% | +12.0% | -11.7% | -13.9% |
| YTD | +12.6% | +15.3% | -2.8% | -6.7% |
| 1Y | +44.9% | +22.6% | +22.3% | +11.3% |
| All | +41.7% | +77.9% | -36.2% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling