-74.2%
OPEN vs VRSK
+9.6%
-83.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -11.4% | -5.2% | -6.3% | -8.2% |
| 30D | -20.1% | -2.3% | -17.7% | -19.1% |
| 3M | -37.6% | -2.9% | -34.7% | -38.0% |
| 6M | -47.1% | -12.8% | -34.3% | -43.3% |
| YTD | -52.1% | -20.8% | -31.3% | -45.5% |
| 1Y | -73.5% | -33.2% | -40.3% | -65.4% |
| 3Y | -24.4% | -26.6% | +2.2% | -15.5% |
| 5Y | -85.1% | -11.3% | -73.8% | -86.9% |
| All | -74.2% | +9.6% | -83.7% | -80.0% |
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