-20.9%
VST vs MRSH
-7.9%
-13.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +5.0% | +2.8% |
| 7D | +8.9% | -3.6% | +12.5% | +6.9% |
| 30D | +6.2% | -3.0% | +9.2% | +4.6% |
| 3M | -2.7% | +15.8% | -18.6% | +5.2% |
| 6M | -8.4% | +1.6% | -9.9% | -4.6% |
| YTD | -7.2% | +1.7% | -8.9% | -3.8% |
| 1Y | -20.9% | -8.0% | -12.9% | -20.8% |
| All | -20.9% | -7.9% | -13.0% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling