+46.2%
VERA vs VT
+53.4%
-7.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | -3.9% | -2.3% | -1.5% | -1.0% |
| 30D | -1.5% | -5.0% | +3.4% | +4.9% |
| 3M | -7.0% | -4.9% | -2.1% | -0.9% |
| 6M | -18.6% | -1.5% | -17.1% | -17.0% |
| YTD | -41.2% | +8.5% | -49.7% | -46.7% |
| 1Y | +18.1% | +11.4% | +6.7% | +4.3% |
| 3Y | +188.1% | +70.1% | +118.0% | +65.9% |
| All | +46.2% | +53.4% | -7.2% | -22.8% |
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