-10.6%
VERX vs VT
+10.5%
-21.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.8% |
| 7D | +11.5% | -2.3% | +13.8% | +10.7% |
| 30D | +38.5% | -5.0% | +43.5% | +37.3% |
| 3M | +47.6% | -4.9% | +52.5% | +46.4% |
| 6M | +34.9% | -1.5% | +36.5% | +33.8% |
| YTD | -14.5% | +8.5% | -23.0% | -19.3% |
| 1Y | -10.6% | +11.4% | -21.9% | -16.8% |
| All | -10.6% | +10.5% | -21.1% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling