+206.8%
VERA vs SPY
+99.0%
+107.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +3.1% | +0.5% | +2.5% | +2.4% |
| 30D | +7.3% | -0.9% | +8.2% | +8.3% |
| 3M | +11.1% | +3.9% | +7.2% | +5.9% |
| 6M | -9.7% | +14.5% | -24.2% | -22.8% |
| YTD | -30.3% | +12.9% | -43.3% | -39.4% |
| 1Y | +42.5% | +19.4% | +23.2% | +17.1% |
| 3Y | +90.9% | +78.5% | +12.5% | +4.0% |
| 5Y | +42.5% | +81.8% | -39.3% | -23.8% |
| All | +206.8% | +99.0% | +107.8% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling