-93.1%
VERI vs VT
+193.8%
-286.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | 0.0% | +10.1% | +10.1% |
| 7D | +13.7% | +0.4% | +13.2% | +12.7% |
| 30D | -24.4% | +1.0% | -25.4% | -25.5% |
| 3M | -51.2% | +2.4% | -53.6% | -53.1% |
| 6M | -69.0% | +12.0% | -81.0% | -74.5% |
| YTD | -80.5% | +15.3% | -95.8% | -84.7% |
| 1Y | -67.1% | +22.6% | -89.7% | -76.5% |
| 3Y | -71.5% | +74.7% | -146.1% | -88.4% |
| 5Y | -95.8% | +66.1% | -162.0% | -97.9% |
| All | -93.1% | +193.8% | -286.9% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling