-98.5%
VERI vs VT
+53.4%
-151.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.5% |
| 7D | -25.6% | -2.3% | -23.3% | -20.2% |
| 30D | -30.1% | -5.0% | -25.1% | -19.2% |
| 3M | -61.4% | -4.9% | -56.5% | -55.1% |
| 6M | -77.6% | -1.5% | -76.1% | -76.2% |
| YTD | -89.6% | +8.5% | -98.1% | -91.2% |
| 1Y | -92.4% | +11.4% | -103.8% | -94.0% |
| 3Y | -81.2% | +70.1% | -151.3% | -94.5% |
| All | -98.5% | +53.4% | -151.9% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling