+15.5%
MRSH vs VG
+63.8%
-48.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | +1.4% | +14.0% | -12.5% | +1.3% |
| 30D | +16.5% | -1.0% | +17.4% | +16.4% |
| 3M | +10.8% | -2.7% | +13.5% | +10.6% |
| 6M | +32.1% | +1.5% | +30.6% | +31.1% |
| YTD | +14.5% | +93.7% | -79.3% | +11.8% |
| 1Y | +15.5% | +68.5% | -53.1% | +13.2% |
| All | +15.5% | +63.8% | -48.3% | +13.2% |
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