-98.6%
BERZ price history and return analytics
+76.6%
-175.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -5.1% |
| 7D | -11.6% | +1.0% | -12.6% | -7.0% |
| 30D | -12.9% | -0.2% | -12.7% | -13.2% |
| 3M | -18.0% | +4.5% | -22.5% | +12.7% |
| 6M | -68.9% | +14.1% | -82.9% | -28.1% |
| YTD | -67.1% | +14.8% | -81.9% | -18.9% |
| 1Y | -79.6% | +21.2% | -100.8% | -29.2% |
| 3Y | -98.6% | +76.6% | -175.1% | -49.9% |
| All | -98.6% | +76.6% | -175.2% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling