+587.8%
VRSK vs GEN
+413.9%
+173.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | -5.4% | -2.9% | -2.5% | -4.8% |
| 30D | -1.8% | +2.1% | -3.8% | -2.2% |
| 3M | -2.2% | +19.7% | -21.9% | -6.0% |
| 6M | -14.9% | +33.3% | -48.2% | -20.3% |
| YTD | -20.0% | +11.1% | -31.1% | -22.3% |
| 1Y | -33.1% | +3.0% | -36.1% | -34.1% |
| 3Y | -25.6% | +57.9% | -83.5% | -33.8% |
| 5Y | -10.1% | +20.6% | -30.7% | -16.7% |
| 10Y | +128.4% | +153.2% | -24.8% | +72.6% |
| All | +587.8% | +413.9% | +173.8% | +331.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling