+3,263.4%
MRSH vs VTRS
+553.2%
+2,710.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -4.8% | -2.2% | -2.6% | -4.4% |
| 30D | -6.3% | +3.3% | -9.6% | -6.8% |
| 3M | +5.8% | +2.0% | +3.8% | +5.4% |
| 6M | +2.8% | +19.9% | -17.2% | -0.3% |
| YTD | -3.1% | +35.7% | -38.9% | -8.1% |
| 1Y | -11.3% | +68.1% | -79.4% | -18.7% |
| 3Y | -5.0% | +87.1% | -92.1% | -15.8% |
| 5Y | +19.2% | +47.6% | -28.5% | +7.8% |
| 10Y | +217.4% | -48.2% | +265.6% | +219.8% |
| All | +3,263.4% | +553.2% | +2,710.2% | +2,008.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling