+28.6%
VERA price history and return analytics
+63.7%
-35.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.5% |
| 7D | -4.0% | -2.0% | -2.0% | -1.6% |
| 30D | +10.9% | -1.4% | +12.4% | +12.8% |
| 3M | +6.3% | +4.7% | +1.5% | -0.1% |
| 6M | -16.5% | +11.4% | -27.9% | -27.3% |
| YTD | -33.6% | +13.1% | -46.7% | -43.3% |
| 1Y | +37.9% | +19.0% | +18.9% | +11.2% |
| 3Y | +81.8% | +73.9% | +7.9% | -1.9% |
| 5Y | +28.6% | +65.4% | -36.8% | -27.7% |
| All | +28.6% | +63.7% | -35.1% | -27.7% |
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