+359.1%
VST vs MRSH
-3.1%
+362.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +1.1% |
| 7D | +9.9% | -3.8% | +13.6% | +9.2% |
| 30D | +7.9% | -5.8% | +13.7% | +6.9% |
| 3M | +3.4% | +11.7% | -8.3% | +4.8% |
| 6M | -4.1% | -0.3% | -3.8% | -2.6% |
| YTD | -5.7% | -1.1% | -4.6% | -4.2% |
| 1Y | -18.9% | -9.5% | -9.4% | -16.5% |
| 3Y | +359.1% | -2.6% | +361.6% | +358.1% |
| All | +359.1% | -3.1% | +362.1% | +358.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling