+580.9%
VRSK vs TECH
+436.9%
+144.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -5.2% | -0.4% | -4.7% | -5.0% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -2.9% | +33.7% | -36.6% | -11.1% |
| 6M | -12.8% | +34.9% | -47.7% | -21.4% |
| YTD | -20.8% | +23.2% | -44.0% | -27.1% |
| 1Y | -33.2% | +36.3% | -69.5% | -40.9% |
| 3Y | -26.6% | +2.3% | -28.8% | -32.3% |
| 5Y | -11.3% | -42.9% | +31.6% | -2.5% |
| 10Y | +126.1% | +188.4% | -62.3% | +34.3% |
| All | +580.9% | +436.9% | +144.0% | +215.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling