-88.5%
BAER vs VT
+84.5%
-173.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +1.4% | +0.4% | +0.9% | +1.2% |
| 30D | -37.4% | +1.0% | -38.3% | -37.7% |
| 3M | -45.6% | +2.4% | -48.0% | -46.3% |
| 6M | -55.2% | +12.0% | -67.2% | -57.4% |
| YTD | -39.1% | +15.3% | -54.4% | -42.4% |
| 1Y | -42.8% | +22.6% | -65.4% | -46.9% |
| 3Y | -83.4% | +74.7% | -158.0% | -85.0% |
| 5Y | -88.5% | +66.1% | -154.6% | -89.5% |
| All | -88.5% | +84.5% | -173.0% | -89.5% |
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 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