-97.9%
BAER price history and return analytics
+57.4%
-155.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +5.2% |
| 7D | -44.9% | +0.4% | -45.2% | -44.5% |
| 30D | -65.5% | -2.6% | -62.9% | -64.8% |
| 3M | -83.4% | -3.2% | -80.2% | -83.0% |
| 6M | -87.6% | +0.9% | -88.6% | -87.6% |
| YTD | -88.6% | +11.3% | -99.9% | -89.0% |
| 1Y | -87.1% | +14.0% | -101.1% | -87.7% |
| 3Y | -96.2% | +75.8% | -172.0% | -96.4% |
| 5Y | -97.9% | +57.8% | -155.7% | -98.0% |
| All | -97.9% | +57.4% | -155.2% | -98.0% |
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