-99.5%
BERZ price history and return analytics
+60.8%
-160.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.3% | -4.9% |
| 7D | +21.4% | -2.3% | +23.7% | +11.1% |
| 30D | +78.9% | -5.0% | +83.8% | +47.3% |
| 3M | +26.2% | -4.9% | +31.1% | +6.8% |
| 6M | +5.3% | -1.5% | +6.8% | +19.8% |
| YTD | -50.6% | +8.5% | -59.0% | -0.2% |
| 1Y | -52.7% | +11.4% | -64.0% | +13.0% |
| 3Y | -97.7% | +70.1% | -167.8% | -14.8% |
| 5Y | -99.2% | +53.7% | -152.9% | -48.1% |
| All | -99.5% | +60.8% | -160.3% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling