+3,270.6%
MRSH vs VMC
+3,093.3%
+177.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -5.9% | -3.7% | -2.2% | -4.9% |
| 30D | -7.3% | -12.8% | +5.5% | -3.6% |
| 3M | +6.7% | -7.9% | +14.6% | +8.9% |
| 6M | +3.0% | -7.5% | +10.5% | +4.6% |
| YTD | -2.9% | -11.6% | +8.7% | -0.6% |
| 1Y | -9.0% | -14.3% | +5.3% | -6.1% |
| 3Y | -4.3% | +18.5% | -22.8% | -11.7% |
| 5Y | +19.4% | +46.8% | -27.3% | +2.5% |
| 10Y | +218.1% | +153.2% | +64.9% | +116.9% |
| All | +3,270.6% | +3,093.3% | +177.3% | +1,002.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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