+526.1%
MRSH vs VO
+814.4%
-288.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.4% |
| 7D | -5.9% | -0.6% | -5.3% | -5.4% |
| 30D | -7.3% | -1.9% | -5.4% | -6.0% |
| 3M | +7.4% | +3.3% | +4.2% | +4.7% |
| 6M | -0.7% | +9.7% | -10.4% | -7.7% |
| YTD | -3.2% | +12.6% | -15.8% | -11.8% |
| 1Y | -10.6% | +13.6% | -24.3% | -19.3% |
| 3Y | -4.6% | +56.8% | -61.4% | -33.1% |
| 5Y | +19.3% | +42.3% | -23.0% | -10.8% |
| 10Y | +217.3% | +199.2% | +18.1% | +34.0% |
| All | +526.1% | +814.4% | -288.3% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling