+316.3%
TPR vs VRSK
+126.1%
+190.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | -3.0% | -5.2% | +2.2% | -0.8% |
| 30D | -22.6% | -2.3% | -20.3% | -22.3% |
| 3M | -18.2% | -2.9% | -15.3% | -18.4% |
| 6M | -18.0% | -12.8% | -5.2% | -15.0% |
| YTD | -6.4% | -20.8% | +14.4% | +1.0% |
| 1Y | +12.3% | -33.2% | +45.5% | +31.9% |
| 3Y | +298.7% | -26.6% | +325.2% | +322.9% |
| 5Y | +232.5% | -11.3% | +243.8% | +202.8% |
| All | +316.3% | +126.1% | +190.2% | +127.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling