-97.4%
BAER vs VOO
+107.9%
-205.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +25.6% | +3.3% | +22.3% | +23.9% |
| 30D | -54.5% | -2.7% | -51.8% | -53.6% |
| 3M | -78.8% | -1.7% | -77.0% | -78.4% |
| 6M | -85.6% | +3.1% | -88.7% | -85.7% |
| YTD | -86.1% | +11.9% | -98.0% | -86.6% |
| 1Y | -86.2% | +12.1% | -98.3% | -86.7% |
| 3Y | -95.2% | +78.6% | -173.8% | -95.5% |
| 5Y | -97.4% | +73.8% | -171.2% | -97.5% |
| All | -97.4% | +107.9% | -205.2% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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