V (V)

Daily ERM3 factor decomposition: how much of V's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$319.05
Market cap
$616.7B
23-day vol
20.1%
Sector proxy
XLF
Subsector proxy
IYG

Risk DNA

44% of V's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 11.7%Sector 28.0%Subsector 4.6%Stock-specific 55.7%

ETF hedge ratios

Dollars of ETF to short per $1 of V held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLF)Subsector (IYG)Explained risk
L1$-0.4511.7%
L2$0.30$-1.0039.7%
L3$0.01$-2.39$1.5444.3%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

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