+260.4%
MRSH vs VT
+222.7%
+37.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -1.8% | +2.9% | -4.7% | -3.7% |
| 30D | +16.2% | -2.5% | +18.7% | +18.0% |
| 3M | +9.5% | -3.3% | +12.9% | +11.7% |
| 6M | +27.3% | +1.5% | +25.8% | +24.6% |
| YTD | +13.3% | +11.4% | +1.9% | +2.7% |
| 1Y | +15.0% | +11.9% | +3.1% | +3.7% |
| 3Y | +8.1% | +73.9% | -65.8% | -33.0% |
| 5Y | +33.7% | +57.9% | -24.2% | -10.6% |
| All | +260.4% | +222.7% | +37.7% | +33.2% |
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