-99.3%
BERZ vs VT
+57.9%
-157.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.3% |
| 7D | +23.6% | -1.6% | +25.2% | +15.5% |
| 30D | +45.8% | -2.5% | +48.3% | +32.5% |
| 3M | -4.8% | -1.3% | -3.5% | -4.6% |
| 6M | -24.9% | +3.1% | -28.0% | +5.3% |
| YTD | -58.1% | +10.9% | -69.0% | -7.7% |
| 1Y | -54.5% | +12.1% | -66.5% | +10.4% |
| 3Y | -98.1% | +73.9% | -172.0% | -21.1% |
| All | -99.3% | +57.9% | -157.2% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling