-9.6%
VRSK price history and return analytics
+13.3%
-22.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.2% |
| 7D | +4.9% | -1.6% | +6.5% | +4.0% |
| 30D | +20.2% | -2.5% | +22.7% | +18.6% |
| 3M | +2.3% | -1.3% | +3.6% | +1.7% |
| 6M | +9.4% | +3.1% | +6.3% | +10.8% |
| YTD | -11.2% | +10.9% | -22.2% | -8.2% |
| All | -9.6% | +13.3% | -22.8% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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