+204.8%
VERA vs VOO
+99.2%
+105.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.4% |
| 7D | -2.3% | -0.8% | -1.6% | -1.4% |
| 30D | +16.9% | -1.1% | +17.9% | +18.2% |
| 3M | +4.2% | +3.9% | +0.3% | -0.8% |
| 6M | -16.6% | +13.6% | -30.3% | -28.2% |
| YTD | -30.8% | +12.7% | -43.5% | -39.8% |
| 1Y | +42.9% | +17.6% | +25.3% | +19.0% |
| 3Y | +84.5% | +77.3% | +7.2% | +0.6% |
| 5Y | +34.1% | +84.1% | -50.0% | -30.3% |
| All | +204.8% | +99.2% | +105.5% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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