-88.6%
BAER price history and return analytics
+83.6%
-172.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +0.9% | +1.0% | -0.1% | +0.5% |
| 30D | -12.7% | -0.2% | -12.5% | -12.6% |
| 3M | -42.7% | +4.5% | -47.3% | -44.0% |
| 6M | -50.1% | +14.1% | -64.2% | -52.8% |
| YTD | -39.9% | +14.8% | -54.7% | -43.1% |
| 1Y | -44.2% | +21.2% | -65.4% | -47.9% |
| 3Y | -86.0% | +76.6% | -162.6% | -87.3% |
| 5Y | -88.7% | +66.6% | -155.3% | -89.6% |
| All | -88.6% | +83.6% | -172.3% | -89.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling