+230.3%
VT vs MRSH
+216.5%
+13.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.8% |
| 7D | +1.0% | -3.8% | +4.8% | +2.8% |
| 30D | -0.2% | -5.8% | +5.6% | +2.5% |
| 3M | +4.5% | +11.7% | -7.2% | -1.7% |
| 6M | +14.1% | -0.3% | +14.4% | +12.6% |
| YTD | +14.8% | -1.1% | +15.9% | +13.1% |
| 1Y | +21.2% | -9.5% | +30.6% | +24.5% |
| 3Y | +76.6% | -2.6% | +79.1% | +70.9% |
| 5Y | +66.6% | +22.7% | +43.8% | +38.5% |
| All | +230.3% | +216.5% | +13.8% | +65.5% |
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 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