-46.0%
VERX vs VOO
+159.2%
-205.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -5.6% |
| 7D | -6.6% | +0.5% | -7.1% | -7.1% |
| 30D | +8.2% | -0.9% | +9.1% | +9.4% |
| 3M | +0.1% | +3.9% | -3.8% | -4.6% |
| 6M | -15.3% | +14.5% | -29.8% | -27.9% |
| YTD | -35.3% | +13.0% | -48.3% | -43.9% |
| 1Y | -50.2% | +19.4% | -69.6% | -59.5% |
| 3Y | -41.0% | +78.9% | -119.8% | -70.6% |
| 5Y | -34.8% | +82.3% | -117.1% | -68.4% |
| All | -46.0% | +159.2% | -205.3% | -82.1% |
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