+204.8%
VERA price history and return analytics
+76.9%
+127.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.2% |
| 7D | -2.3% | -1.1% | -1.2% | -0.9% |
| 30D | +16.9% | -1.0% | +17.9% | +18.2% |
| 3M | +4.2% | +3.2% | +1.0% | -0.3% |
| 6M | -16.6% | +12.5% | -29.1% | -28.4% |
| YTD | -30.8% | +14.1% | -44.8% | -41.5% |
| 1Y | +42.9% | +18.9% | +24.0% | +15.1% |
| 3Y | +84.5% | +74.1% | +10.4% | -1.7% |
| 5Y | +34.1% | +66.9% | -32.7% | -24.4% |
| All | +204.8% | +76.9% | +127.8% | +65.3% |
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