+124.0%
VRSK vs GEN
+159.8%
-35.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -5.2% | -1.3% | -3.9% | -4.9% |
| 30D | -2.3% | +6.1% | -8.4% | -3.6% |
| 3M | -2.9% | +27.0% | -29.9% | -7.8% |
| 6M | -12.8% | +43.9% | -56.7% | -19.6% |
| YTD | -20.8% | +13.0% | -33.8% | -23.4% |
| 1Y | -33.2% | +4.0% | -37.2% | -34.3% |
| 3Y | -26.6% | +66.2% | -92.8% | -35.1% |
| 5Y | -11.3% | +23.2% | -34.5% | -18.0% |
| All | +124.0% | +159.8% | -35.9% | +70.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling