-30.6%
VRSK vs UUUU
+27.9%
-58.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -2.5% |
| 7D | -3.1% | -1.4% | -1.8% | -3.2% |
| 30D | -1.6% | +16.3% | -17.9% | -0.6% |
| 3M | +3.5% | -16.7% | +20.2% | +3.6% |
| 6M | -13.4% | -33.7% | +20.3% | -13.4% |
| YTD | -16.5% | -0.5% | -16.0% | -16.7% |
| 1Y | -30.6% | +28.9% | -59.4% | -24.8% |
| All | -30.6% | +27.9% | -58.5% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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