+467.5%
LITE vs VRSK
-33.5%
+501.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -6.5% |
| 7D | +10.4% | -7.7% | +18.2% | +3.1% |
| 30D | +14.0% | -2.8% | +16.9% | +12.7% |
| 3M | +9.7% | -3.7% | +13.4% | +9.6% |
| 6M | +39.2% | -12.8% | +52.0% | +31.0% |
| YTD | +153.9% | -21.0% | +174.8% | +113.2% |
| 1Y | +467.5% | -32.5% | +500.0% | +339.8% |
| All | +467.5% | -33.5% | +501.0% | +339.8% |
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