+146.5%
ASX vs VRSK
-8.8%
+155.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -3.7% |
| 7D | -14.6% | +4.2% | -18.8% | -12.0% |
| 30D | -21.1% | +21.2% | -42.3% | -10.5% |
| 3M | -3.1% | +2.9% | -6.0% | +1.6% |
| 6M | +17.4% | +11.3% | +6.0% | +29.9% |
| YTD | +135.3% | -10.8% | +146.2% | +142.6% |
| 1Y | +146.5% | -9.2% | +155.7% | +158.3% |
| All | +146.5% | -8.8% | +155.3% | +158.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling