-70.5%
VERI vs SPY
+18.1%
-88.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +0.9% | +17.3% | +15.2% |
| 7D | +14.7% | -0.8% | +15.4% | +18.1% |
| 30D | -31.6% | -1.1% | -30.5% | -28.3% |
| 3M | -33.8% | +3.9% | -37.6% | -41.4% |
| 6M | -66.1% | +13.6% | -79.7% | -79.1% |
| YTD | -77.6% | +12.7% | -90.3% | -85.7% |
| 1Y | -70.5% | +17.5% | -88.0% | -83.2% |
| All | -70.5% | +18.1% | -88.7% | -83.2% |
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