-24.9%
VERX vs VT
+122.1%
-147.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.6% |
| 7D | +5.2% | +2.4% | +2.9% | +2.7% |
| 30D | +41.1% | -1.5% | +42.6% | +42.2% |
| 3M | +35.6% | -4.1% | +39.7% | +40.6% |
| 6M | +41.1% | +0.6% | +40.5% | +36.9% |
| YTD | -10.0% | +11.0% | -21.1% | -22.9% |
| 1Y | -11.8% | +13.3% | -25.1% | -26.4% |
| 3Y | -34.2% | +73.4% | -107.6% | -68.3% |
| 5Y | -17.2% | +57.4% | -74.6% | -54.8% |
| All | -24.9% | +122.1% | -147.0% | -72.4% |
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 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