-33.2%
VRSK vs GEN
+5.1%
-38.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -5.2% | -1.3% | -3.9% | -4.7% |
| 30D | -2.3% | +6.1% | -8.4% | -4.3% |
| 3M | -2.9% | +27.0% | -29.9% | -10.2% |
| 6M | -12.8% | +43.9% | -56.7% | -22.3% |
| YTD | -20.8% | +13.0% | -33.8% | -21.9% |
| 1Y | -33.2% | +4.0% | -37.2% | -34.5% |
| All | -33.2% | +5.1% | -38.3% | -34.5% |
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