-98.6%
VERI vs VT
+58.5%
-157.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +4.5% |
| 7D | +2.7% | +2.9% | -0.2% | -4.5% |
| 30D | -16.8% | -2.5% | -14.3% | -9.9% |
| 3M | -67.7% | -3.3% | -64.4% | -64.0% |
| 6M | -75.1% | +1.5% | -76.6% | -75.5% |
| YTD | -89.4% | +11.4% | -100.8% | -91.6% |
| 1Y | -90.3% | +11.9% | -102.2% | -92.3% |
| 3Y | -70.1% | +73.9% | -143.9% | -91.7% |
| 5Y | -98.6% | +57.9% | -156.4% | -99.4% |
| All | -98.6% | +58.5% | -157.1% | -99.4% |
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