-63.4%
VERI vs SPY
+77.0%
-140.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +0.9% | +17.3% | +16.2% |
| 7D | +14.7% | -0.8% | +15.4% | +17.1% |
| 30D | -31.6% | -1.1% | -30.5% | -29.3% |
| 3M | -33.8% | +3.9% | -37.6% | -38.8% |
| 6M | -66.1% | +13.6% | -79.7% | -74.1% |
| YTD | -77.6% | +12.7% | -90.3% | -82.5% |
| 1Y | -70.5% | +17.5% | -88.0% | -78.3% |
| 3Y | -63.4% | +76.9% | -140.3% | -87.7% |
| All | -63.4% | +77.0% | -140.4% | -87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling