-96.5%
VERI vs SPY
+265.7%
-362.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.6% | -7.3% |
| 7D | -6.4% | +2.6% | -9.0% | -10.6% |
| 30D | -14.7% | -2.0% | -12.7% | -10.6% |
| 3M | -69.7% | -2.8% | -66.9% | -67.5% |
| 6M | -77.6% | +2.1% | -79.7% | -77.9% |
| YTD | -90.3% | +11.5% | -101.8% | -91.6% |
| 1Y | -89.4% | +13.5% | -102.9% | -91.1% |
| 3Y | -77.2% | +77.7% | -154.9% | -90.3% |
| 5Y | -98.7% | +72.6% | -171.3% | -99.3% |
| All | -96.5% | +265.7% | -362.2% | -99.1% |
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