-84.1%
BAER vs VT
+75.0%
-159.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +1.4% | +0.4% | +0.9% | +0.8% |
| 30D | -37.4% | +1.0% | -38.3% | -38.3% |
| 3M | -45.6% | +2.4% | -48.0% | -47.4% |
| 6M | -55.2% | +12.0% | -67.2% | -61.1% |
| YTD | -39.1% | +15.3% | -54.4% | -48.5% |
| 1Y | -42.8% | +22.6% | -65.4% | -54.7% |
| All | -84.1% | +75.0% | -159.0% | -92.1% |
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