+20.2%
MRSH vs VRSN
+33.8%
-13.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.7% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | -6.3% | +3.8% | -10.1% | -7.8% |
| 3M | +5.8% | +5.0% | +0.8% | +3.5% |
| 6M | +2.8% | +24.9% | -22.1% | -6.7% |
| YTD | -3.1% | +21.6% | -24.7% | -11.6% |
| 1Y | -11.3% | +2.4% | -13.7% | -13.0% |
| 3Y | -5.0% | +47.3% | -52.3% | -21.8% |
| All | +20.2% | +33.8% | -13.6% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling