-36.0%
VERX price history and return analytics
+65.7%
-101.7%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.0% |
| 7D | -11.0% | -1.1% | -9.9% | -9.9% |
| 30D | -0.3% | -1.0% | +0.7% | +0.8% |
| 3M | +1.2% | +3.2% | -1.9% | -2.9% |
| 6M | -13.2% | +12.5% | -25.7% | -25.6% |
| YTD | -38.6% | +14.1% | -52.7% | -48.2% |
| 1Y | -49.6% | +18.9% | -68.5% | -59.7% |
| 3Y | -44.1% | +74.1% | -118.2% | -72.9% |
| All | -36.0% | +65.7% | -101.7% | -66.2% |
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 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