+18.4%
MRSH vs VTRS
+90.6%
-72.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +3.2% |
| 7D | +9.4% | +2.4% | +7.0% | +9.3% |
| 30D | +23.4% | +9.1% | +14.4% | +22.8% |
| 3M | +9.9% | +9.4% | +0.5% | +9.3% |
| 6M | +26.0% | +28.3% | -2.3% | +25.2% |
| YTD | +15.2% | +58.0% | -42.8% | +13.2% |
| 1Y | +18.4% | +89.7% | -71.3% | +13.3% |
| All | +18.4% | +90.6% | -72.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling