+35.3%
MRSH vs VT
+53.4%
-18.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | +2.1% | -2.3% | +4.4% | +3.2% |
| 30D | +17.9% | -5.0% | +22.9% | +20.8% |
| 3M | +6.6% | -4.9% | +11.5% | +9.0% |
| 6M | +26.4% | -1.5% | +27.9% | +26.3% |
| YTD | +12.8% | +8.5% | +4.3% | +5.8% |
| 1Y | +18.5% | +11.4% | +7.2% | +9.2% |
| 3Y | +10.9% | +70.1% | -59.2% | -26.5% |
| All | +35.3% | +53.4% | -18.1% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling