-92.4%
VERI vs VT
+10.5%
-102.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.4% |
| 7D | -25.6% | -2.3% | -23.3% | -19.9% |
| 30D | -30.1% | -5.0% | -25.1% | -18.8% |
| 3M | -61.4% | -4.9% | -56.5% | -54.9% |
| 6M | -77.6% | -1.5% | -76.1% | -76.0% |
| YTD | -89.6% | +8.5% | -98.1% | -91.9% |
| 1Y | -92.4% | +11.4% | -103.8% | -94.5% |
| All | -92.4% | +10.5% | -102.9% | -94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling