-81.1%
VERU vs SPY
+322.5%
-403.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -3.2% |
| 7D | -7.6% | -0.8% | -6.8% | -6.9% |
| 30D | -10.9% | -1.1% | -9.9% | -10.1% |
| 3M | -25.2% | +3.9% | -29.0% | -27.8% |
| 6M | -3.6% | +13.6% | -17.2% | -13.6% |
| YTD | +14.0% | +12.7% | +1.3% | +3.3% |
| 1Y | -31.5% | +17.5% | -49.0% | -39.7% |
| 3Y | -76.8% | +76.9% | -153.7% | -85.2% |
| 5Y | -97.3% | +83.6% | -180.9% | -98.4% |
| All | -81.1% | +322.5% | -403.5% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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