+36.5%
XBI vs VRSK
-2.2%
+38.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.9% | -13.6% | -5.8% |
| 7D | -6.0% | +10.9% | -16.8% | -4.7% |
| 30D | -1.7% | +28.0% | -29.7% | +0.9% |
| 3M | -3.0% | +12.3% | -15.4% | -1.6% |
| 6M | +11.0% | +17.8% | -6.8% | +13.8% |
| YTD | +21.8% | -4.7% | +26.5% | +23.9% |
| 1Y | +36.5% | -0.2% | +36.7% | +39.6% |
| All | +36.5% | -2.2% | +38.7% | +39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling