-87.9%
BAER vs VT
+13.0%
-100.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +2.1% |
| 7D | -44.9% | +0.4% | -45.2% | -43.9% |
| 30D | -65.5% | -2.6% | -62.9% | -63.4% |
| 3M | -83.4% | -3.2% | -80.2% | -82.2% |
| 6M | -87.6% | +0.9% | -88.6% | -87.8% |
| YTD | -88.6% | +11.3% | -99.9% | -90.4% |
| All | -87.9% | +13.0% | -100.9% | -90.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling