+531.5%
MRSH vs VNQ
+386.3%
+145.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.6% |
| 7D | -4.8% | -1.3% | -3.5% | -4.2% |
| 30D | -6.3% | -2.6% | -3.7% | -5.2% |
| 3M | +5.8% | -2.0% | +7.8% | +6.9% |
| 6M | +2.8% | +4.3% | -1.5% | +0.6% |
| YTD | -3.1% | +9.2% | -12.3% | -7.2% |
| 1Y | -11.3% | +5.6% | -16.9% | -13.7% |
| 3Y | -5.0% | +30.8% | -35.8% | -17.4% |
| 5Y | +19.2% | +8.0% | +11.2% | +13.1% |
| 10Y | +217.4% | +63.7% | +153.7% | +144.9% |
| All | +531.5% | +386.3% | +145.2% | +271.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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