-9.2%
VRSK vs TECH
+19.5%
-28.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +4.2% | +0.1% | +4.2% | +4.2% |
| 30D | +21.2% | +0.2% | +21.0% | +21.2% |
| 3M | +2.9% | +1.0% | +1.9% | +2.8% |
| 6M | +11.3% | +33.3% | -21.9% | +8.1% |
| YTD | -10.8% | +24.2% | -35.1% | -13.6% |
| 1Y | -9.2% | +19.7% | -28.9% | -11.7% |
| All | -9.2% | +19.5% | -28.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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