+2,263.5%
VGT vs MRSH
+529.4%
+1,734.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.2% | -4.8% | +4.6% | +2.1% |
| 30D | -0.4% | -6.3% | +5.9% | +2.4% |
| 3M | +4.4% | +5.8% | -1.4% | +0.5% |
| 6M | +32.1% | +2.8% | +29.3% | +27.7% |
| YTD | +28.8% | -3.1% | +31.9% | +27.2% |
| 1Y | +35.3% | -11.3% | +46.6% | +38.7% |
| 3Y | +124.8% | -5.0% | +129.7% | +119.3% |
| 5Y | +137.9% | +19.2% | +118.7% | +107.6% |
| 10Y | +814.2% | +217.4% | +596.9% | +404.3% |
| All | +2,263.5% | +529.4% | +1,734.0% | +743.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling