+963.7%
ASX vs VRSK
+125.6%
+838.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.9% |
| 7D | +6.5% | -7.7% | +14.2% | +8.8% |
| 30D | +3.1% | -2.8% | +6.0% | +3.6% |
| 3M | +17.4% | -3.7% | +21.1% | +16.0% |
| 6M | +85.4% | -12.8% | +98.2% | +88.6% |
| YTD | +150.1% | -21.0% | +171.0% | +162.8% |
| 1Y | +256.3% | -32.5% | +288.8% | +297.7% |
| 3Y | +446.9% | -26.5% | +473.4% | +459.0% |
| 5Y | +447.1% | -11.5% | +458.6% | +391.2% |
| All | +963.7% | +125.6% | +838.0% | +510.5% |
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