+1,278.0%
AAPL vs VRSK
+126.1%
+1,151.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -5.2% | +9.0% | +6.5% |
| 30D | +9.9% | -2.3% | +12.2% | +10.9% |
| 3M | +12.5% | -2.9% | +15.4% | +13.3% |
| 6M | +27.6% | -12.8% | +40.4% | +34.3% |
| YTD | +22.6% | -20.8% | +43.4% | +34.5% |
| 1Y | +45.0% | -33.2% | +78.2% | +74.2% |
| 3Y | +87.8% | -26.6% | +114.3% | +106.2% |
| 5Y | +128.7% | -11.3% | +140.0% | +117.3% |
| All | +1,278.0% | +126.1% | +1,151.9% | +752.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling