-28.6%
VERX vs VT
+117.0%
-145.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.1% |
| 7D | +11.5% | -2.3% | +13.8% | +13.5% |
| 30D | +38.5% | -5.0% | +43.5% | +45.0% |
| 3M | +47.6% | -4.9% | +52.5% | +54.3% |
| 6M | +34.9% | -1.5% | +36.5% | +33.6% |
| YTD | -14.5% | +8.5% | -23.0% | -24.9% |
| 1Y | -10.6% | +11.4% | -21.9% | -24.1% |
| 3Y | -23.0% | +70.1% | -93.1% | -62.3% |
| 5Y | -16.9% | +53.7% | -70.7% | -53.6% |
| All | -28.6% | +117.0% | -145.6% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling