+755.1%
TEAM vs VRSK
+143.4%
+611.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.8% |
| 7D | -7.8% | -7.7% | 0.0% | -2.5% |
| 30D | +16.5% | -2.8% | +19.4% | +19.2% |
| 3M | +96.2% | -3.7% | +99.9% | +102.9% |
| 6M | +130.2% | -12.8% | +143.0% | +153.7% |
| YTD | +10.7% | -21.0% | +31.7% | +29.6% |
| 1Y | +3.0% | -32.5% | +35.5% | +32.3% |
| 3Y | -13.1% | -26.5% | +13.4% | +0.6% |
| 5Y | -52.7% | -11.5% | -41.2% | -52.0% |
| 10Y | +509.1% | +125.7% | +383.4% | +265.5% |
| All | +755.1% | +143.4% | +611.6% | +384.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling