-99.6%
BERZ price history and return analytics
+67.6%
-167.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.7% | +1.6% |
| 7D | -0.7% | -2.0% | +1.3% | -10.2% |
| 30D | -11.0% | -1.4% | -9.6% | -16.3% |
| 3M | -25.7% | +4.7% | -30.5% | +2.7% |
| 6M | -66.3% | +11.4% | -77.7% | -30.4% |
| YTD | -65.7% | +13.1% | -78.8% | -20.8% |
| 1Y | -77.7% | +19.0% | -96.8% | -28.4% |
| 3Y | -98.5% | +73.9% | -172.5% | -40.8% |
| 5Y | -99.6% | +65.4% | -165.0% | -63.5% |
| All | -99.6% | +67.6% | -167.2% | -65.9% |
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 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