-92.0%
VERI vs VOO
+271.8%
-363.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +0.8% | +17.3% | +16.6% |
| 7D | +14.7% | -0.8% | +15.4% | +16.5% |
| 30D | -31.6% | -1.1% | -30.5% | -29.8% |
| 3M | -33.8% | +3.9% | -37.6% | -37.6% |
| 6M | -66.1% | +13.6% | -79.8% | -72.2% |
| YTD | -77.6% | +12.7% | -90.3% | -81.3% |
| 1Y | -70.5% | +17.6% | -88.1% | -76.5% |
| 3Y | -63.4% | +77.3% | -140.7% | -84.4% |
| 5Y | -94.8% | +84.1% | -178.9% | -97.6% |
| All | -92.0% | +271.8% | -363.9% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling