-24.1%
VST vs MRSH
+15.8%
-39.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.2% |
| 7D | +19.2% | -1.8% | +20.9% | +17.9% |
| 30D | -17.2% | +16.2% | -33.4% | -9.0% |
| 3M | -8.1% | +9.5% | -17.7% | -2.2% |
| 6M | -8.1% | +27.3% | -35.5% | +6.4% |
| YTD | -16.3% | +13.3% | -29.6% | -7.0% |
| 1Y | -24.1% | +15.0% | -39.1% | -14.4% |
| All | -24.1% | +15.8% | -39.9% | -14.4% |
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 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