+211.7%
MRSH vs VEU
+155.0%
+56.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.8% |
| 7D | -4.8% | -1.4% | -3.3% | -3.9% |
| 30D | -6.3% | -0.4% | -5.9% | -6.1% |
| 3M | +5.8% | +2.5% | +3.3% | +3.6% |
| 6M | +2.8% | +11.1% | -8.4% | -5.5% |
| YTD | -3.1% | +16.5% | -19.6% | -14.1% |
| 1Y | -11.3% | +22.9% | -34.2% | -24.4% |
| 3Y | -5.0% | +73.4% | -78.4% | -38.0% |
| 5Y | +19.2% | +56.1% | -36.9% | -16.3% |
| All | +211.7% | +155.0% | +56.7% | +50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling