+159.0%
VERA vs VT
+68.3%
+90.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | -3.9% | -2.3% | -1.5% | -0.9% |
| 30D | -1.5% | -5.0% | +3.4% | +5.2% |
| 3M | -7.0% | -4.9% | -2.1% | -0.6% |
| 6M | -18.6% | -1.5% | -17.1% | -17.0% |
| YTD | -41.2% | +8.5% | -49.7% | -46.9% |
| 1Y | +18.1% | +11.4% | +6.7% | +3.7% |
| 3Y | +188.1% | +70.1% | +118.0% | +60.2% |
| 5Y | +50.8% | +53.7% | -2.9% | -4.7% |
| All | +159.0% | +68.3% | +90.7% | +50.1% |
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