-96.4%
VERI vs VT
+185.5%
-281.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.1% | -8.5% | -9.6% |
| 7D | -15.6% | -0.7% | -14.9% | -13.6% |
| 30D | -21.3% | -1.7% | -19.5% | -17.5% |
| 3M | -68.0% | -2.3% | -65.7% | -65.8% |
| 6M | -78.6% | +1.5% | -80.1% | -78.7% |
| YTD | -89.7% | +12.0% | -101.8% | -91.3% |
| 1Y | -90.9% | +12.9% | -103.7% | -92.3% |
| 3Y | -70.9% | +74.9% | -145.9% | -88.0% |
| 5Y | -98.6% | +59.9% | -158.5% | -99.2% |
| All | -96.4% | +185.5% | -281.8% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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