+950.8%
VTI vs MRSH
+514.8%
+435.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -4.8% | +3.9% | +1.4% |
| 30D | -1.4% | -6.3% | +4.9% | +1.6% |
| 3M | +3.6% | +5.8% | -2.2% | 0.0% |
| 6M | +13.6% | +2.8% | +10.8% | +10.4% |
| YTD | +12.9% | -3.1% | +16.0% | +12.2% |
| 1Y | +17.2% | -11.3% | +28.5% | +21.1% |
| 3Y | +75.7% | -5.0% | +80.7% | +73.4% |
| 5Y | +75.4% | +19.2% | +56.3% | +53.8% |
| 10Y | +303.3% | +217.4% | +85.9% | +118.1% |
| All | +950.8% | +514.8% | +435.9% | +270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling