-46.0%
VERX price history and return analytics
+129.6%
-175.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.6% |
| 7D | -6.6% | +1.0% | -7.6% | -7.6% |
| 30D | +8.2% | -0.2% | +8.4% | +8.5% |
| 3M | +0.1% | +4.5% | -4.5% | -5.8% |
| 6M | -15.3% | +14.1% | -29.3% | -28.7% |
| YTD | -35.3% | +14.8% | -50.1% | -46.0% |
| 1Y | -50.2% | +21.2% | -71.4% | -61.1% |
| 3Y | -41.0% | +76.6% | -117.5% | -71.8% |
| 5Y | -34.8% | +66.6% | -101.4% | -66.4% |
| All | -46.0% | +129.6% | -175.6% | -80.6% |
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