-99.6%
BERZ vs VT
+71.0%
-170.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -29.6% |
| YTD | -66.2% | +15.3% | -81.5% | -13.8% |
| 1Y | -79.7% | +22.6% | -102.3% | -24.4% |
| 3Y | -98.5% | +74.7% | -173.2% | -38.4% |
| 5Y | -99.6% | +66.1% | -165.7% | -60.6% |
| All | -99.6% | +71.0% | -170.6% | -62.9% |
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