-95.1%
BAER vs VOO
+79.1%
-174.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.7% |
| 7D | +25.6% | +3.3% | +22.3% | +21.2% |
| 30D | -54.5% | -2.7% | -51.8% | -52.3% |
| 3M | -78.8% | -1.7% | -77.0% | -78.0% |
| 6M | -85.6% | +3.1% | -88.7% | -85.9% |
| YTD | -86.1% | +11.9% | -98.0% | -87.5% |
| 1Y | -86.2% | +12.1% | -98.3% | -87.7% |
| All | -95.1% | +79.1% | -174.2% | -95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling