-9.0%
MRSH vs VG
+17.2%
-26.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.2% |
| 7D | -5.9% | +7.0% | -13.0% | -6.0% |
| 30D | -7.3% | +17.2% | -24.5% | -7.6% |
| 3M | +6.7% | +16.8% | -10.1% | +6.1% |
| 6M | +3.0% | +36.3% | -33.3% | +2.2% |
| YTD | -2.9% | +127.9% | -130.8% | -2.7% |
| 1Y | -9.0% | +11.7% | -20.7% | -11.2% |
| All | -9.0% | +17.2% | -26.2% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling