+3,488.9%
MRSH vs VICR
+12,634.7%
-9,145.8%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.4% | -1.3% |
| 7D | -4.8% | +5.0% | -9.7% | -5.3% |
| 30D | -6.3% | -12.5% | +6.1% | -5.5% |
| 3M | +5.8% | -33.6% | +39.4% | +8.3% |
| 6M | +2.8% | +10.7% | -7.9% | -2.3% |
| YTD | -3.1% | +80.6% | -83.7% | -13.3% |
| 1Y | -11.3% | +288.4% | -299.6% | -27.8% |
| 3Y | -5.0% | +213.8% | -218.8% | -24.7% |
| 5Y | +19.2% | +58.8% | -39.7% | -3.8% |
| 10Y | +217.4% | +1,671.8% | -1,454.4% | +80.1% |
| All | +3,488.9% | +12,634.7% | -9,145.8% | +1,174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling