-77.0%
VERU vs VT
+215.5%
-292.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | -3.2% | -2.3% | -0.9% | -0.6% |
| 30D | -13.8% | -5.0% | -8.9% | -8.7% |
| 3M | -8.2% | -4.9% | -3.3% | -2.9% |
| 6M | -4.5% | -1.5% | -3.0% | -1.9% |
| YTD | -0.9% | +8.5% | -9.4% | -7.7% |
| 1Y | -15.9% | +11.4% | -27.2% | -23.5% |
| 3Y | -78.4% | +70.1% | -148.4% | -86.6% |
| 5Y | -97.5% | +53.7% | -151.2% | -98.3% |
| All | -77.0% | +215.5% | -292.5% | -92.7% |
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