-1.6%
MRSH vs VG
-46.6%
+45.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.5% | -5.2% | +0.2% |
| 7D | -1.4% | +5.5% | -6.9% | -1.4% |
| 30D | +17.5% | -3.6% | +21.1% | +17.5% |
| 3M | +9.1% | -4.0% | +13.1% | +9.1% |
| 6M | +29.9% | +9.4% | +20.5% | +29.3% |
| YTD | +14.3% | +86.6% | -72.3% | +13.4% |
| 1Y | +16.6% | +69.5% | -52.9% | +15.7% |
| All | -1.6% | -46.6% | +45.0% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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