+587.8%
VRSK price history and return analytics
+456.0%
+131.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.1% | +1.8% |
| 7D | -5.4% | -0.1% | -5.3% | -5.3% |
| 30D | -1.8% | -0.7% | -1.1% | -1.4% |
| 3M | -2.2% | +4.0% | -6.2% | -5.1% |
| 6M | -14.9% | +12.3% | -27.2% | -21.9% |
| YTD | -20.0% | +14.0% | -34.0% | -27.4% |
| 1Y | -33.1% | +20.3% | -53.4% | -41.6% |
| 3Y | -25.6% | +75.4% | -101.1% | -50.4% |
| 5Y | -10.1% | +66.0% | -76.1% | -38.0% |
| 10Y | +128.4% | +228.2% | -99.8% | +3.5% |
| All | +587.8% | +456.0% | +131.8% | +151.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling