+211.7%
MRSH vs VIAV
+419.4%
-207.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -0.6% |
| 7D | -4.8% | +11.2% | -15.9% | -5.9% |
| 30D | -6.3% | -10.1% | +3.8% | -5.6% |
| 3M | +5.8% | -22.9% | +28.7% | +7.7% |
| 6M | +2.8% | +28.8% | -26.0% | -5.1% |
| YTD | -3.1% | +117.5% | -120.6% | -19.6% |
| 1Y | -11.3% | +216.1% | -227.3% | -32.3% |
| 3Y | -5.0% | +292.2% | -297.2% | -33.2% |
| 5Y | +19.2% | +141.0% | -121.8% | -6.4% |
| All | +211.7% | +419.4% | -207.8% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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