+18.4%
MRSH vs VICR
+76.0%
-57.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -11.1% | +14.5% | +2.1% |
| 7D | +9.4% | -26.6% | +36.0% | +6.0% |
| 30D | +23.4% | -47.9% | +71.4% | +16.3% |
| 3M | +9.9% | -29.8% | +39.7% | +7.4% |
| 6M | +26.0% | -36.6% | +62.7% | +22.4% |
| YTD | +15.2% | +45.1% | -29.9% | +14.2% |
| 1Y | +18.4% | +80.0% | -61.6% | +19.7% |
| All | +18.4% | +76.0% | -57.5% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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