+211.7%
MRSH vs VO
+200.3%
+11.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.8% |
| 7D | -4.8% | -1.5% | -3.2% | -3.7% |
| 30D | -6.3% | -3.0% | -3.3% | -4.3% |
| 3M | +5.8% | +2.8% | +3.0% | +3.5% |
| 6M | +2.8% | +10.9% | -8.1% | -5.1% |
| YTD | -3.1% | +12.5% | -15.6% | -11.6% |
| 1Y | -11.3% | +12.0% | -23.2% | -18.8% |
| 3Y | -5.0% | +56.3% | -61.2% | -33.3% |
| 5Y | +19.2% | +42.9% | -23.8% | -11.1% |
| All | +211.7% | +200.3% | +11.4% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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