-70.5%
VERI price history and return analytics
+19.6%
-90.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +0.9% | +17.3% | +15.5% |
| 7D | +14.7% | -1.1% | +15.8% | +18.8% |
| 30D | -31.6% | -1.0% | -30.6% | -29.0% |
| 3M | -33.8% | +3.2% | -36.9% | -38.9% |
| 6M | -66.1% | +12.5% | -78.6% | -76.7% |
| YTD | -77.6% | +14.1% | -91.7% | -85.8% |
| 1Y | -70.5% | +18.9% | -89.4% | -82.7% |
| All | -70.5% | +19.6% | -90.2% | -82.7% |
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 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