-30.6%
VRSK vs GEN
+5.4%
-36.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.4% | -1.8% |
| 7D | -3.1% | -1.2% | -1.9% | -2.7% |
| 30D | -1.6% | +10.1% | -11.7% | -4.9% |
| 3M | +3.5% | +16.1% | -12.6% | -2.1% |
| 6M | -13.4% | +38.9% | -52.2% | -22.0% |
| YTD | -16.5% | +14.4% | -30.9% | -17.9% |
| 1Y | -30.6% | +5.9% | -36.4% | -29.3% |
| All | -30.6% | +5.4% | -36.0% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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