-67.1%
VERI vs VOO
+20.9%
-88.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -0.4% | +10.5% | +11.4% |
| 7D | +13.7% | +0.1% | +13.6% | +13.1% |
| 30D | -24.4% | +0.1% | -24.5% | -24.1% |
| 3M | -51.2% | +2.0% | -53.2% | -53.8% |
| 6M | -69.0% | +13.0% | -82.1% | -80.5% |
| YTD | -80.5% | +13.6% | -94.1% | -87.9% |
| 1Y | -67.1% | +20.1% | -87.2% | -82.6% |
| All | -67.1% | +20.9% | -88.1% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling