-78.4%
VERU vs VT
+69.7%
-148.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.5% |
| 7D | -3.2% | -2.3% | -0.9% | +0.7% |
| 30D | -13.8% | -5.0% | -8.9% | -6.2% |
| 3M | -8.2% | -4.9% | -3.3% | -0.4% |
| 6M | -4.5% | -1.5% | -3.0% | -1.1% |
| YTD | -0.9% | +8.5% | -9.4% | -11.8% |
| 1Y | -15.9% | +11.4% | -27.2% | -27.8% |
| 3Y | -78.4% | +70.1% | -148.4% | -89.4% |
| All | -78.4% | +69.7% | -148.1% | -89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling