+80.6%
VTV vs MRSH
+18.2%
+62.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.1% | -4.8% | +3.7% | +0.6% |
| 30D | -1.0% | -6.3% | +5.3% | +1.2% |
| 3M | +4.6% | +5.8% | -1.2% | +1.9% |
| 6M | +13.5% | +2.8% | +10.7% | +11.3% |
| YTD | +18.5% | -3.1% | +21.6% | +18.7% |
| 1Y | +22.9% | -11.3% | +34.2% | +27.8% |
| 3Y | +67.8% | -5.0% | +72.8% | +66.9% |
| All | +80.6% | +18.2% | +62.4% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling