+955.6%
MRSH vs VT
+374.2%
+581.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -3.6% | +0.4% | -4.0% | -3.9% |
| 30D | -3.0% | +1.0% | -4.0% | -3.7% |
| 3M | +15.8% | +2.4% | +13.5% | +13.1% |
| 6M | +1.6% | +12.0% | -10.4% | -7.7% |
| YTD | +1.7% | +15.3% | -13.6% | -9.7% |
| 1Y | -8.0% | +22.6% | -30.6% | -22.2% |
| 3Y | -0.3% | +74.7% | -74.9% | -36.5% |
| 5Y | +25.9% | +66.1% | -40.2% | -17.0% |
| 10Y | +222.0% | +225.0% | -3.0% | +27.2% |
| All | +955.6% | +374.2% | +581.4% | +228.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling