-95.6%
VERI price history and return analytics
+63.7%
-159.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.4% | +4.8% |
| 7D | +6.8% | -2.0% | +8.8% | +12.5% |
| 30D | -40.9% | -1.4% | -39.5% | -38.4% |
| 3M | -44.7% | +4.7% | -49.4% | -50.8% |
| 6M | -72.0% | +11.4% | -83.3% | -78.3% |
| YTD | -81.1% | +13.1% | -94.1% | -85.9% |
| 1Y | -75.8% | +19.0% | -94.8% | -83.8% |
| 3Y | -69.7% | +73.9% | -143.6% | -91.7% |
| 5Y | -95.6% | +65.4% | -161.0% | -98.3% |
| All | -95.6% | +63.7% | -159.2% | -98.3% |
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