+67.6%
MRK vs VST
-29.0%
+96.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.6% | -0.5% |
| 7D | +2.3% | -6.0% | +8.4% | +2.2% |
| 30D | +1.7% | -18.8% | +20.4% | +1.6% |
| 3M | +13.8% | -8.0% | +21.8% | +13.6% |
| 6M | +34.7% | -10.9% | +45.6% | +34.4% |
| YTD | +43.6% | -18.3% | +61.9% | +44.2% |
| All | +67.6% | -29.0% | +96.6% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling