-95.6%
VERI vs SPY
+79.8%
-175.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +4.0% |
| 7D | +6.8% | -2.0% | +8.8% | +12.0% |
| 30D | -40.9% | -1.7% | -39.3% | -38.2% |
| 3M | -44.6% | +4.7% | -49.4% | -50.3% |
| 6M | -72.0% | +12.5% | -84.5% | -78.3% |
| YTD | -81.1% | +11.7% | -92.8% | -85.0% |
| 1Y | -75.8% | +17.5% | -93.3% | -82.5% |
| 3Y | -69.6% | +76.6% | -146.2% | -91.3% |
| 5Y | -95.6% | +82.0% | -177.6% | -98.6% |
| All | -95.6% | +79.8% | -175.3% | -98.6% |
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