-97.6%
BERZ vs VT
+69.4%
-166.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.9% | -4.1% | +28.9% | +4.3% |
| 7D | +52.9% | -4.2% | +57.1% | +28.1% |
| 30D | +88.0% | -5.8% | +93.8% | +47.3% |
| 3M | +36.1% | -5.2% | +41.3% | +12.5% |
| 6M | +1.1% | +0.1% | +1.0% | +25.1% |
| YTD | -47.4% | +8.2% | -55.6% | +4.5% |
| 1Y | -45.8% | +10.1% | -55.9% | +22.2% |
| All | -97.6% | +69.4% | -166.9% | -27.1% |
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