+262.7%
MRSH vs VCIT
+30.9%
+231.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.4% | -0.5% | -0.9% | -1.0% |
| 30D | +17.5% | +1.5% | +16.1% | +16.5% |
| 3M | +9.1% | -1.0% | +10.1% | +9.8% |
| 6M | +29.9% | -1.7% | +31.6% | +31.3% |
| YTD | +14.3% | -1.4% | +15.7% | +15.2% |
| 1Y | +16.6% | -0.9% | +17.5% | +17.1% |
| 3Y | +9.1% | +19.8% | -10.7% | -4.0% |
| 5Y | +36.4% | +4.6% | +31.8% | +31.2% |
| 10Y | +262.7% | +31.5% | +231.2% | +258.7% |
| All | +262.7% | +30.9% | +231.8% | +258.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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