-24.1%
OPEN vs VRSK
-26.6%
+2.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.3% |
| 7D | -10.5% | -7.7% | -2.8% | -8.4% |
| 30D | -21.8% | -2.8% | -19.0% | -21.2% |
| 3M | -37.5% | -3.7% | -33.8% | -37.6% |
| 6M | -44.1% | -12.8% | -31.3% | -42.4% |
| YTD | -52.0% | -21.0% | -31.0% | -49.2% |
| 1Y | -52.2% | -32.5% | -19.8% | -44.9% |
| All | -24.1% | -26.6% | +2.5% | -23.5% |
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