+46.9%
GILD vs VRSK
-4.4%
+51.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.4% | +1.7% |
| 7D | -0.6% | -0.4% | -0.1% | -0.6% |
| 30D | +12.0% | +12.9% | -0.9% | +10.2% |
| 3M | +27.8% | +4.9% | +23.0% | +26.4% |
| 6M | +30.5% | +17.3% | +13.2% | +29.5% |
| YTD | +40.4% | -9.6% | +50.0% | +43.1% |
| All | +46.9% | -4.4% | +51.3% | +43.8% |
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