-96.3%
BAER vs VT
+74.4%
-170.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.3% | -5.1% |
| 7D | -35.4% | -0.1% | -35.3% | -34.2% |
| 30D | -67.4% | -3.1% | -64.4% | -65.8% |
| 3M | -85.6% | -3.5% | -82.1% | -84.8% |
| 6M | -88.3% | +0.5% | -88.8% | -88.3% |
| YTD | -89.2% | +10.8% | -100.0% | -90.3% |
| 1Y | -88.6% | +11.9% | -100.5% | -89.8% |
| 3Y | -96.3% | +73.0% | -169.3% | -96.3% |
| All | -96.3% | +74.4% | -170.8% | -96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling