-69.8%
VERI price history and return analytics
+74.2%
-144.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -4.7% |
| 7D | +6.7% | -0.1% | +6.9% | +7.2% |
| 30D | -40.4% | -0.7% | -39.7% | -39.1% |
| 3M | -46.7% | +4.0% | -50.7% | -51.6% |
| 6M | -72.3% | +12.3% | -84.6% | -79.0% |
| YTD | -81.5% | +14.0% | -95.6% | -86.5% |
| 1Y | -77.7% | +20.3% | -98.0% | -85.3% |
| All | -69.8% | +74.2% | -144.0% | -91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling