+46.4%
VTRS vs VRSK
-11.8%
+58.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.2% | -5.2% | +3.0% | -1.2% |
| 30D | +3.3% | -2.3% | +5.6% | +3.6% |
| 3M | +2.0% | -2.9% | +4.9% | +2.2% |
| 6M | +19.9% | -12.8% | +32.7% | +22.7% |
| YTD | +35.7% | -20.8% | +56.6% | +42.0% |
| 1Y | +68.1% | -33.2% | +101.3% | +84.1% |
| 3Y | +87.1% | -26.6% | +113.7% | +96.9% |
| All | +46.4% | -11.8% | +58.1% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling