+67.8%
VTV vs VRSK
-26.5%
+94.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | -5.2% | +4.1% | -0.6% |
| 30D | -1.0% | -2.3% | +1.3% | -0.9% |
| 3M | +4.6% | -2.9% | +7.6% | +4.7% |
| 6M | +13.5% | -12.8% | +26.3% | +15.3% |
| YTD | +18.5% | -20.8% | +39.3% | +22.4% |
| 1Y | +22.9% | -33.2% | +56.1% | +31.7% |
| 3Y | +67.8% | -26.6% | +94.4% | +75.8% |
| All | +67.8% | -26.5% | +94.3% | +75.8% |
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