-79.8%
VERU vs VT
+222.7%
-302.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.4% | -0.1% | -0.1% |
| 30D | +13.3% | +1.0% | +12.3% | +12.1% |
| 3M | -37.6% | +2.4% | -40.0% | -38.8% |
| 6M | +5.2% | +12.0% | -6.8% | -6.0% |
| YTD | +23.4% | +15.3% | +8.0% | +7.4% |
| 1Y | -20.0% | +22.6% | -42.6% | -34.0% |
| 3Y | -74.6% | +74.7% | -149.3% | -84.8% |
| 5Y | -97.3% | +66.1% | -163.5% | -98.3% |
| All | -79.8% | +222.7% | -302.6% | -92.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling