+953.3%
ASX vs VRSK
+126.1%
+827.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +5.2% | -5.2% | +10.4% | +6.7% |
| 30D | +0.5% | -2.3% | +2.8% | +0.8% |
| 3M | +8.3% | -2.9% | +11.3% | +6.8% |
| 6M | +82.0% | -12.8% | +94.8% | +85.2% |
| YTD | +147.6% | -20.8% | +168.4% | +160.1% |
| 1Y | +258.8% | -33.2% | +292.1% | +303.0% |
| 3Y | +452.1% | -26.6% | +478.6% | +464.9% |
| 5Y | +441.7% | -11.3% | +453.1% | +386.2% |
| All | +953.3% | +126.1% | +827.2% | +504.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling