+228.2%
VT vs MRSH
+210.0%
+18.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | +0.3% |
| 7D | -0.1% | -5.9% | +5.7% | +2.6% |
| 30D | -0.7% | -7.3% | +6.6% | +2.8% |
| 3M | +4.0% | +7.4% | -3.4% | -0.4% |
| 6M | +12.3% | -0.7% | +13.0% | +10.9% |
| YTD | +14.0% | -3.2% | +17.2% | +13.4% |
| 1Y | +20.3% | -10.6% | +30.9% | +24.2% |
| 3Y | +75.4% | -4.6% | +80.0% | +71.4% |
| 5Y | +66.0% | +19.3% | +46.7% | +40.0% |
| 10Y | +228.2% | +217.3% | +10.9% | +66.0% |
| All | +228.2% | +210.0% | +18.2% | +66.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling