+3,763.3%
MRK vs VSH
+1,656.4%
+2,106.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -0.9% | +6.2% | -7.1% | -1.6% |
| 30D | +15.5% | -11.1% | +26.6% | +16.7% |
| 3M | +25.1% | -44.9% | +70.0% | +31.8% |
| 6M | +30.1% | +90.0% | -59.9% | +17.9% |
| YTD | +43.1% | +118.8% | -75.7% | +27.3% |
| 1Y | +82.5% | +109.0% | -26.5% | +62.6% |
| 3Y | +49.3% | +35.6% | +13.7% | +36.8% |
| 5Y | +130.3% | +66.7% | +63.6% | +103.4% |
| 10Y | +234.3% | +167.9% | +66.4% | +171.6% |
| All | +3,763.3% | +1,656.4% | +2,106.9% | +1,816.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VSH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling