-88.5%
BAER vs VOO
+110.9%
-199.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -37.4% | +0.1% | -37.4% | -37.4% |
| 3M | -45.6% | +2.0% | -47.6% | -46.1% |
| 6M | -55.2% | +13.0% | -68.3% | -57.3% |
| YTD | -39.1% | +13.6% | -52.7% | -42.0% |
| 1Y | -42.8% | +20.1% | -62.9% | -46.3% |
| 3Y | -83.4% | +77.6% | -160.9% | -84.7% |
| 5Y | -88.5% | +82.4% | -170.9% | -89.2% |
| All | -88.5% | +110.9% | -199.4% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling