+1,197.0%
VST vs MRSH
+215.5%
+981.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -2.9% | -2.8% |
| 7D | +2.0% | -5.9% | +7.9% | +4.3% |
| 30D | +1.5% | -7.3% | +8.8% | +4.3% |
| 3M | +6.3% | +6.7% | -0.4% | +2.1% |
| 6M | -10.3% | +3.0% | -13.3% | -13.4% |
| YTD | -8.6% | -2.9% | -5.7% | -9.9% |
| 1Y | -29.3% | -9.0% | -20.4% | -28.5% |
| 3Y | +344.9% | -4.3% | +349.2% | +327.1% |
| 5Y | +774.8% | +19.4% | +755.4% | +624.5% |
| All | +1,197.0% | +215.5% | +981.5% | +603.0% |
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