+3,812.0%
MRK vs VSH
+1,674.8%
+2,137.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.8% | -1.8% |
| 7D | +1.3% | +4.1% | -2.7% | +0.9% |
| 30D | +17.1% | -4.2% | +21.3% | +17.4% |
| 3M | +25.9% | -50.0% | +75.9% | +34.0% |
| 6M | +26.8% | +80.2% | -53.4% | +15.6% |
| YTD | +44.9% | +121.1% | -76.2% | +28.8% |
| 1Y | +84.8% | +112.0% | -27.2% | +64.4% |
| 3Y | +50.1% | +22.5% | +27.6% | +39.2% |
| 5Y | +127.4% | +64.0% | +63.4% | +101.3% |
| 10Y | +240.0% | +170.4% | +69.6% | +175.9% |
| All | +3,812.0% | +1,674.8% | +2,137.2% | +1,838.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling