-80.8%
VERU vs SPY
+909.5%
-990.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +13.3% | +0.1% | +13.3% | +13.3% |
| 3M | -37.6% | +2.0% | -39.6% | -38.0% |
| 6M | +5.2% | +13.0% | -7.8% | -0.7% |
| YTD | +23.4% | +13.5% | +9.8% | +16.5% |
| 1Y | -20.0% | +20.0% | -40.0% | -26.2% |
| 3Y | -74.6% | +77.2% | -151.8% | -80.2% |
| 5Y | -97.3% | +81.9% | -179.2% | -98.0% |
| 10Y | -79.8% | +314.1% | -393.9% | -88.6% |
| All | -80.8% | +909.5% | -990.4% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling