+313.6%
IVV vs MRSH
+219.5%
+94.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -2.0% | -5.9% | +3.9% | +1.0% |
| 30D | -1.6% | -7.3% | +5.7% | +2.1% |
| 3M | +4.8% | +6.7% | -1.9% | +0.3% |
| 6M | +12.6% | +3.0% | +9.6% | +8.9% |
| YTD | +11.8% | -2.9% | +14.7% | +11.0% |
| 1Y | +17.6% | -9.0% | +26.5% | +20.5% |
| 3Y | +77.0% | -4.3% | +81.3% | +72.4% |
| 5Y | +82.6% | +19.4% | +63.1% | +52.2% |
| All | +313.6% | +219.5% | +94.1% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling