-97.4%
BAER vs VT
+78.2%
-175.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.6% |
| 7D | +25.6% | +2.9% | +22.7% | +24.0% |
| 30D | -54.5% | -2.5% | -52.0% | -53.6% |
| 3M | -78.8% | -3.3% | -75.4% | -78.3% |
| 6M | -85.6% | +1.5% | -87.1% | -85.6% |
| YTD | -86.1% | +11.4% | -97.4% | -86.5% |
| 1Y | -86.2% | +11.9% | -98.1% | -86.7% |
| 3Y | -95.2% | +73.9% | -169.1% | -95.5% |
| 5Y | -97.4% | +57.9% | -155.3% | -97.5% |
| All | -97.4% | +78.2% | -175.6% | -97.5% |
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