-97.3%
VERU vs VOO
+82.8%
-180.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -3.4% |
| 7D | -7.6% | -0.8% | -6.8% | -6.7% |
| 30D | -10.9% | -1.1% | -9.9% | -9.8% |
| 3M | -25.2% | +3.9% | -29.0% | -28.5% |
| 6M | -3.6% | +13.6% | -17.2% | -15.8% |
| YTD | +14.0% | +12.7% | +1.3% | +0.9% |
| 1Y | -31.5% | +17.6% | -49.0% | -41.5% |
| 3Y | -76.8% | +77.3% | -154.1% | -86.1% |
| All | -97.3% | +82.8% | -180.1% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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