+124.0%
VRSK vs TECH
+189.9%
-66.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -5.2% | -0.4% | -4.7% | -5.1% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -2.9% | +33.7% | -36.6% | -10.6% |
| 6M | -12.8% | +34.9% | -47.7% | -20.9% |
| YTD | -20.8% | +23.2% | -44.0% | -26.8% |
| 1Y | -33.2% | +36.3% | -69.5% | -40.5% |
| 3Y | -26.6% | +2.3% | -28.8% | -31.9% |
| 5Y | -11.3% | -42.9% | +31.6% | -1.5% |
| All | +124.0% | +189.9% | -66.0% | +35.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling