-73.9%
VERU vs VT
+223.7%
-297.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +0.5% |
| 7D | +1.4% | +0.4% | +1.0% | +1.1% |
| 30D | -11.0% | -2.6% | -8.4% | -8.2% |
| 3M | -6.0% | -3.2% | -2.8% | -2.4% |
| 6M | -2.2% | +0.9% | -3.2% | -2.2% |
| YTD | +2.3% | +11.3% | -9.0% | -7.3% |
| 1Y | -14.5% | +14.0% | -28.5% | -24.1% |
| 3Y | -75.9% | +75.8% | -151.8% | -85.6% |
| 5Y | -97.4% | +57.8% | -155.3% | -98.3% |
| 10Y | -73.9% | +219.8% | -293.7% | -91.9% |
| All | -73.9% | +223.7% | -297.6% | -91.9% |
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