-14.9%
MRSH vs VG
-38.0%
+23.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -5.0% | -2.8% |
| 7D | -3.8% | -2.5% | -1.2% | -3.7% |
| 30D | -5.8% | +11.1% | -16.9% | -6.0% |
| 3M | +11.7% | +14.9% | -3.2% | +11.3% |
| 6M | -0.3% | +18.4% | -18.7% | -0.9% |
| YTD | -1.1% | +116.6% | -117.7% | -2.0% |
| 1Y | -9.5% | +9.4% | -18.8% | -10.0% |
| All | -14.9% | -38.0% | +23.1% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling