+19.3%
MRSH vs VEU
+12.7%
+6.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -1.8% |
| 7D | +6.3% | -3.4% | +9.7% | +4.9% |
| 30D | +21.9% | -5.6% | +27.6% | +19.4% |
| 3M | +9.4% | -6.2% | +15.6% | +6.9% |
| 6M | +25.9% | -2.0% | +27.9% | +24.9% |
| YTD | +14.7% | +8.5% | +6.2% | +14.2% |
| 1Y | +19.3% | +12.1% | +7.2% | +17.9% |
| All | +19.3% | +12.7% | +6.6% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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