-93.8%
VERU vs VOO
+812.0%
-905.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.7% |
| 7D | -4.1% | +0.5% | -4.6% | -4.6% |
| 30D | +10.7% | -0.9% | +11.7% | +11.7% |
| 3M | -14.0% | +3.9% | -17.9% | -17.0% |
| 6M | +4.5% | +14.5% | -10.1% | -7.3% |
| YTD | +20.6% | +13.0% | +7.6% | +8.8% |
| 1Y | -23.4% | +19.4% | -42.9% | -33.8% |
| 3Y | -75.0% | +78.9% | -153.8% | -84.5% |
| 5Y | -97.2% | +82.3% | -179.5% | -98.3% |
| 10Y | -80.6% | +314.2% | -394.8% | -94.5% |
| All | -93.8% | +812.0% | -905.8% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling