+87.1%
VTRS vs VRSK
-26.5%
+113.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.2% | -5.2% | +3.0% | -1.6% |
| 30D | +3.3% | -2.3% | +5.6% | +3.5% |
| 3M | +2.0% | -2.9% | +4.9% | +2.2% |
| 6M | +19.9% | -12.8% | +32.7% | +21.6% |
| YTD | +35.7% | -20.8% | +56.6% | +40.1% |
| 1Y | +68.1% | -33.2% | +101.3% | +79.8% |
| 3Y | +87.1% | -26.6% | +113.7% | +97.0% |
| All | +87.1% | -26.5% | +113.5% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling