+193.7%
VERA price history and return analytics
+76.9%
+116.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.5% |
| 7D | -5.3% | -0.1% | -5.1% | -5.1% |
| 30D | +7.0% | -0.7% | +7.6% | +7.8% |
| 3M | +6.2% | +4.0% | +2.2% | +0.6% |
| 6M | -13.3% | +12.3% | -25.6% | -25.4% |
| YTD | -33.3% | +14.0% | -47.3% | -43.7% |
| 1Y | +34.7% | +20.3% | +14.4% | +6.9% |
| 3Y | +82.8% | +75.4% | +7.4% | -3.3% |
| 5Y | +31.2% | +66.0% | -34.7% | -25.4% |
| All | +193.7% | +76.9% | +116.9% | +59.4% |
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