+161.1%
VEA vs MRSH
+218.8%
-57.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -1.5% | -4.8% | +3.3% | +0.5% |
| 30D | -0.8% | -6.3% | +5.5% | +1.7% |
| 3M | +2.5% | +5.8% | -3.3% | -0.8% |
| 6M | +11.1% | +2.8% | +8.3% | +8.2% |
| YTD | +17.2% | -3.1% | +20.3% | +16.5% |
| 1Y | +24.5% | -11.3% | +35.8% | +28.6% |
| 3Y | +75.4% | -5.0% | +80.4% | +72.4% |
| 5Y | +61.1% | +19.2% | +41.9% | +38.3% |
| All | +161.1% | +218.8% | -57.8% | +44.6% |
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