+580.9%
VRSK vs UUUU
-7.5%
+588.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.4% |
| 7D | -5.2% | -10.5% | +5.3% | -4.8% |
| 30D | -2.3% | -10.5% | +8.2% | -2.0% |
| 3M | -2.9% | -14.1% | +11.2% | -2.6% |
| 6M | -12.8% | -35.5% | +22.7% | -12.0% |
| YTD | -20.8% | -10.9% | -9.9% | -21.5% |
| 1Y | -33.2% | +3.4% | -36.6% | -34.6% |
| 3Y | -26.6% | +73.1% | -99.7% | -30.8% |
| 5Y | -11.3% | +87.1% | -98.5% | -18.1% |
| 10Y | +126.1% | +463.0% | -336.9% | +91.3% |
| All | +580.9% | -7.5% | +588.4% | +484.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling