+476.3%
ASX vs VRSK
-25.7%
+502.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +4.0% |
| 7D | +11.1% | -5.4% | +16.5% | +9.3% |
| 30D | +9.6% | -1.8% | +11.4% | +9.3% |
| 3M | +18.6% | -2.2% | +20.9% | +18.5% |
| 6M | +92.1% | -14.9% | +107.0% | +89.9% |
| YTD | +158.5% | -20.0% | +178.5% | +153.1% |
| 1Y | +271.9% | -33.1% | +305.0% | +262.6% |
| All | +476.3% | -25.7% | +502.0% | +446.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling