+3,262.1%
MRSH vs VSH
+1,668.7%
+1,593.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -5.9% | +3.5% | -9.4% | -6.4% |
| 30D | -7.3% | -4.4% | -2.9% | -6.9% |
| 3M | +7.4% | -45.8% | +53.3% | +16.1% |
| 6M | -0.7% | +90.1% | -90.8% | -15.3% |
| YTD | -3.2% | +120.3% | -123.5% | -20.0% |
| 1Y | -10.6% | +112.2% | -122.8% | -26.1% |
| 3Y | -4.6% | +36.6% | -41.1% | -17.8% |
| 5Y | +19.3% | +67.0% | -47.7% | -2.2% |
| 10Y | +217.3% | +179.5% | +37.8% | +128.1% |
| All | +3,262.1% | +1,668.7% | +1,593.4% | +1,310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling