+63.8%
MRK vs VG
-44.6%
+108.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.5% |
| 7D | +0.7% | +14.0% | -13.3% | +0.7% |
| 30D | +0.3% | -1.0% | +1.2% | +0.3% |
| 3M | +9.7% | -2.7% | +12.4% | +9.6% |
| 6M | +32.0% | +1.5% | +30.5% | +31.8% |
| YTD | +43.3% | +93.7% | -50.4% | +40.2% |
| 1Y | +63.7% | +68.5% | -4.9% | +60.7% |
| All | +63.8% | -44.6% | +108.3% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling