-93.0%
VERI vs SPY
+270.4%
-363.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.5% | +1.9% |
| 7D | +16.6% | +0.5% | +16.1% | +15.4% |
| 30D | -30.1% | -0.9% | -29.2% | -28.6% |
| 3M | -46.1% | +3.9% | -50.0% | -49.5% |
| 6M | -69.3% | +14.5% | -83.8% | -75.3% |
| YTD | -80.3% | +12.9% | -93.2% | -83.6% |
| 1Y | -65.2% | +19.4% | -84.6% | -73.1% |
| 3Y | -68.4% | +78.5% | -146.9% | -86.9% |
| 5Y | -95.5% | +81.8% | -177.2% | -97.9% |
| All | -93.0% | +270.4% | -363.4% | -98.2% |
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 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