-30.1%
VERX vs VT
+66.2%
-96.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.2% | +0.4% | -3.6% | -3.6% |
| 30D | +16.7% | +1.0% | +15.7% | +15.5% |
| 3M | +4.6% | +2.4% | +2.3% | +0.9% |
| 6M | -9.1% | +12.0% | -21.1% | -21.6% |
| YTD | -31.0% | +15.3% | -46.4% | -42.6% |
| 1Y | -42.8% | +22.6% | -65.4% | -55.8% |
| 3Y | -38.9% | +74.7% | -113.5% | -70.4% |
| All | -30.1% | +66.2% | -96.3% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling