-0.2%
VRSK vs OSCR
+93.2%
-93.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -5.7% | +12.6% | +7.1% |
| 7D | +10.9% | +7.8% | +3.1% | +10.4% |
| 30D | +28.0% | +2.6% | +25.4% | +27.7% |
| 3M | +12.3% | +10.2% | +2.1% | +11.6% |
| 6M | +17.8% | +84.9% | -67.1% | +14.5% |
| YTD | -4.7% | +130.9% | -135.6% | -8.5% |
| 1Y | -0.2% | +94.8% | -95.0% | -4.1% |
| All | -0.2% | +93.2% | -93.5% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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