+20.2%
MRSH vs VSH
+74.2%
-54.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.1% | -6.4% | -0.4% |
| 7D | -4.8% | +4.8% | -9.5% | -4.9% |
| 30D | -6.3% | -0.7% | -5.6% | -6.3% |
| 3M | +5.8% | -43.1% | +48.9% | +8.5% |
| 6M | +2.8% | +91.8% | -89.0% | -7.5% |
| YTD | -3.1% | +131.6% | -134.7% | -15.0% |
| 1Y | -11.3% | +118.1% | -129.3% | -21.9% |
| 3Y | -5.0% | +40.9% | -45.9% | -10.7% |
| All | +20.2% | +74.2% | -54.0% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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