-23.4%
VERX price history and return analytics
+13.3%
-36.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +3.1% | -1.6% | +4.7% | +3.0% |
| 30D | +27.1% | -2.5% | +29.6% | +27.0% |
| 3M | +13.9% | -1.3% | +15.2% | +14.0% |
| 6M | +15.7% | +3.1% | +12.6% | +13.5% |
| YTD | -23.6% | +10.9% | -34.5% | -28.1% |
| All | -23.4% | +13.3% | -36.6% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling