-79.2%
BERZ vs VT
+23.4%
-102.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.7% | -0.3% |
| 7D | -4.5% | +0.1% | -4.6% | -3.7% |
| 30D | -6.9% | +0.8% | -7.8% | -1.9% |
| 3M | -0.8% | +2.8% | -3.5% | +29.0% |
| 6M | -69.3% | +13.0% | -82.3% | -32.8% |
| YTD | -65.4% | +15.4% | -80.8% | -11.5% |
| All | -79.2% | +23.4% | -102.6% | -26.1% |
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 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