-98.7%
VERI vs SPY
+72.1%
-170.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.6% | -7.1% |
| 7D | -6.4% | +2.6% | -9.0% | -12.0% |
| 30D | -14.7% | -2.0% | -12.7% | -9.5% |
| 3M | -69.7% | -2.8% | -66.9% | -66.9% |
| 6M | -77.6% | +2.1% | -79.7% | -78.2% |
| YTD | -90.3% | +11.5% | -101.8% | -92.1% |
| 1Y | -89.4% | +13.5% | -102.9% | -91.7% |
| 3Y | -77.2% | +77.7% | -154.9% | -93.4% |
| All | -98.7% | +72.1% | -170.8% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling