+379.1%
V vs MRSH
+218.8%
+160.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.2% | -4.8% | +3.5% | +2.0% |
| 30D | +3.1% | -6.3% | +9.4% | +7.7% |
| 3M | +16.3% | +5.8% | +10.5% | +11.4% |
| 6M | +20.4% | +2.8% | +17.6% | +16.8% |
| YTD | +6.3% | -3.1% | +9.4% | +6.8% |
| 1Y | +8.7% | -11.3% | +20.0% | +15.9% |
| 3Y | +53.3% | -5.0% | +58.3% | +53.8% |
| 5Y | +71.1% | +19.2% | +51.9% | +42.9% |
| All | +379.1% | +218.8% | +160.3% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling