-93.4%
VERI vs VOO
+270.9%
-364.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -5.5% |
| 7D | +6.7% | -0.4% | +7.1% | +7.4% |
| 30D | -40.4% | -1.4% | -39.1% | -38.7% |
| 3M | -46.7% | +3.7% | -50.4% | -49.8% |
| 6M | -72.3% | +13.0% | -85.4% | -77.2% |
| YTD | -81.6% | +12.4% | -94.0% | -84.5% |
| 1Y | -77.7% | +18.6% | -96.3% | -82.5% |
| 3Y | -70.4% | +78.1% | -148.5% | -87.5% |
| 5Y | -95.7% | +82.3% | -178.0% | -98.0% |
| All | -93.4% | +270.9% | -364.4% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling