+325.3%
STX vs VRSK
-32.3%
+357.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.6% |
| 7D | -2.3% | -5.2% | +2.9% | -5.8% |
| 30D | -5.5% | -2.3% | -3.2% | -6.2% |
| 3M | -4.3% | -2.9% | -1.4% | -3.7% |
| 6M | +115.6% | -12.8% | +128.4% | +104.5% |
| YTD | +202.2% | -20.8% | +223.0% | +148.6% |
| 1Y | +325.3% | -33.2% | +358.5% | +214.5% |
| All | +325.3% | -32.3% | +357.6% | +214.5% |
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 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