-98.5%
BERZ vs VT
+75.0%
-173.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.2% |
| 7D | -6.4% | +0.4% | -6.8% | -4.0% |
| 30D | -12.5% | +1.0% | -13.5% | -7.3% |
| 3M | -7.0% | +2.4% | -9.4% | +17.7% |
| 6M | -66.9% | +12.0% | -78.9% | -30.2% |
| YTD | -66.2% | +15.3% | -81.5% | -14.5% |
| 1Y | -79.7% | +22.6% | -102.3% | -25.3% |
| All | -98.5% | +75.0% | -173.4% | -45.5% |
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 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