-99.5%
BERZ price history and return analytics
+64.6%
-164.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +4.7% |
| 7D | -16.3% | +2.4% | -18.6% | -4.4% |
| 30D | +28.7% | -1.5% | +30.2% | +27.8% |
| 3M | +19.6% | -4.1% | +23.7% | +6.7% |
| 6M | -0.8% | +0.6% | -1.4% | +26.6% |
| YTD | -58.6% | +11.0% | -69.6% | -4.6% |
| 1Y | -62.7% | +13.3% | -76.1% | -2.3% |
| 3Y | -97.9% | +73.4% | -171.3% | -11.4% |
| 5Y | -99.3% | +57.4% | -156.8% | -51.3% |
| All | -99.5% | +64.6% | -164.2% | -58.9% |
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