+310.3%
IVV vs MRSH
+261.5%
+48.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | +2.6% | +1.4% | +1.1% | +1.8% |
| 30D | -2.0% | +16.5% | -18.5% | -9.5% |
| 3M | -2.8% | +10.8% | -13.5% | -8.1% |
| 6M | +2.2% | +32.1% | -29.9% | -12.9% |
| YTD | +11.5% | +14.5% | -2.9% | +1.5% |
| 1Y | +13.5% | +15.5% | -2.0% | +2.7% |
| 3Y | +78.1% | +9.3% | +68.7% | +62.3% |
| 5Y | +73.1% | +35.1% | +38.0% | +35.9% |
| All | +310.3% | +261.5% | +48.9% | +85.9% |
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