+290.3%
VST vs MRSH
+9.6%
+280.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -1.7% |
| 7D | -6.0% | +1.6% | -7.7% | -5.4% |
| 30D | -18.8% | +17.7% | -36.5% | -15.4% |
| 3M | -8.0% | +9.1% | -17.1% | -5.5% |
| 6M | -10.9% | +28.2% | -39.2% | -6.1% |
| YTD | -18.3% | +14.0% | -32.3% | -13.9% |
| 1Y | -29.9% | +18.7% | -48.6% | -26.4% |
| 3Y | +290.3% | +8.7% | +281.6% | +325.5% |
| All | +290.3% | +9.6% | +280.7% | +325.5% |
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