+42.9%
VERA vs SPY
+18.1%
+24.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.5% | +3.3% |
| 7D | -2.3% | -0.8% | -1.6% | -1.4% |
| 30D | +16.9% | -1.1% | +17.9% | +18.2% |
| 3M | +4.2% | +3.9% | +0.3% | -1.8% |
| 6M | -16.6% | +13.6% | -30.2% | -30.8% |
| YTD | -30.8% | +12.7% | -43.5% | -41.7% |
| 1Y | +42.9% | +17.5% | +25.4% | +14.9% |
| All | +42.9% | +18.1% | +24.8% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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