+70.1%
VT vs MRSH
+10.8%
+59.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.4% |
| 7D | -2.3% | +2.1% | -4.4% | -2.4% |
| 30D | -5.0% | +17.9% | -22.9% | -5.9% |
| 3M | -4.9% | +6.6% | -11.5% | -5.2% |
| 6M | -1.5% | +26.4% | -27.9% | -3.6% |
| YTD | +8.5% | +12.8% | -4.3% | +7.9% |
| 1Y | +11.4% | +18.5% | -7.2% | +9.5% |
| 3Y | +70.1% | +10.9% | +59.2% | +75.7% |
| All | +70.1% | +10.8% | +59.3% | +75.7% |
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