+494.4%
TEAM vs VRSK
+126.1%
+368.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -5.2% | -5.2% | 0.0% | -1.6% |
| 30D | +15.8% | -2.3% | +18.1% | +18.1% |
| 3M | +101.5% | -2.9% | +104.4% | +107.3% |
| 6M | +138.2% | -12.8% | +151.0% | +162.9% |
| YTD | +10.8% | -20.8% | +31.6% | +29.8% |
| 1Y | +1.7% | -33.2% | +34.9% | +32.1% |
| 3Y | -16.0% | -26.6% | +10.5% | -2.7% |
| 5Y | -52.7% | -11.3% | -41.4% | -52.3% |
| All | +494.4% | +126.1% | +368.4% | +250.8% |
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 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