+29.0%
VERA vs VT
+58.5%
-29.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.0% |
| 7D | -3.6% | +2.9% | -6.5% | -6.9% |
| 30D | +8.4% | -2.5% | +10.9% | +12.1% |
| 3M | -3.2% | -3.3% | +0.2% | +1.2% |
| 6M | -20.9% | +1.5% | -22.4% | -22.2% |
| YTD | -42.7% | +11.4% | -54.0% | -49.6% |
| 1Y | -6.6% | +11.9% | -18.5% | -18.2% |
| 3Y | +139.2% | +73.9% | +65.3% | +33.7% |
| 5Y | +29.0% | +57.9% | -28.9% | -34.2% |
| All | +29.0% | +58.5% | -29.5% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling