+4,404.4%
DELL vs VRSK
+126.1%
+4,278.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -5.2% | +13.4% | +9.9% |
| 30D | +17.1% | -2.3% | +19.4% | +17.3% |
| 3M | +45.2% | -2.9% | +48.1% | +43.2% |
| 6M | +286.8% | -12.8% | +299.6% | +294.0% |
| YTD | +354.8% | -20.8% | +375.6% | +380.5% |
| 1Y | +358.3% | -33.2% | +391.5% | +417.9% |
| 3Y | +724.9% | -26.6% | +751.5% | +755.4% |
| 5Y | +1,193.7% | -11.3% | +1,205.0% | +1,081.9% |
| All | +4,404.4% | +126.1% | +4,278.4% | +2,385.0% |
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