+3.0%
MRSH vs VSH
+87.6%
-84.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.1% |
| 7D | -5.9% | +3.1% | -9.0% | -5.5% |
| 30D | -7.3% | -5.7% | -1.6% | -8.0% |
| 3M | +6.7% | -42.5% | +49.1% | +0.2% |
| 6M | +3.0% | +82.7% | -79.7% | +3.6% |
| All | +3.0% | +87.6% | -84.6% | +3.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling