+261.6%
MRSH vs VT
+217.6%
+43.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.6% |
| 7D | +1.6% | -0.1% | +1.8% | +1.6% |
| 30D | +17.7% | -3.1% | +20.8% | +20.0% |
| 3M | +9.1% | -3.5% | +12.6% | +11.4% |
| 6M | +28.2% | +0.5% | +27.8% | +26.4% |
| YTD | +14.0% | +10.8% | +3.2% | +3.7% |
| 1Y | +18.7% | +11.9% | +6.8% | +7.0% |
| 3Y | +8.7% | +73.0% | -64.2% | -32.3% |
| 5Y | +35.8% | +58.6% | -22.8% | -9.6% |
| 10Y | +261.6% | +219.2% | +42.4% | +34.5% |
| All | +261.6% | +217.6% | +43.9% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling