-97.1%
BAER vs VT
+80.5%
-177.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.7% | -10.9% | -9.9% |
| 7D | -34.8% | -0.3% | -34.5% | -34.8% |
| 30D | -58.0% | -1.4% | -56.5% | -57.8% |
| 3M | -84.4% | -1.4% | -83.0% | -84.4% |
| 6M | -86.1% | +5.5% | -91.6% | -86.5% |
| YTD | -84.9% | +12.8% | -97.7% | -85.6% |
| 1Y | -83.4% | +15.4% | -98.8% | -84.3% |
| 3Y | -95.0% | +76.9% | -171.9% | -95.4% |
| 5Y | -97.2% | +60.4% | -157.6% | -97.4% |
| All | -97.1% | +80.5% | -177.7% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling