+1,083.0%
MRSH vs VT
+355.4%
+727.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +20.1% |
| 3M | +9.1% | -3.5% | +12.6% | +11.5% |
| 6M | +28.2% | +0.5% | +27.8% | +26.4% |
| YTD | +14.0% | +10.8% | +3.2% | +3.8% |
| 1Y | +18.7% | +11.9% | +6.8% | +7.2% |
| 3Y | +8.7% | +73.0% | -64.2% | -30.6% |
| 5Y | +35.8% | +58.6% | -22.8% | -7.7% |
| 10Y | +261.6% | +219.2% | +42.4% | +44.2% |
| All | +1,083.0% | +355.4% | +727.5% | +277.9% |
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 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