+414.3%
VUG vs MRSH
+218.8%
+195.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -0.5% | -4.8% | +4.3% | +2.0% |
| 30D | -1.0% | -6.3% | +5.4% | +2.3% |
| 3M | +3.5% | +5.8% | -2.3% | -0.7% |
| 6M | +14.2% | +2.8% | +11.4% | +10.3% |
| YTD | +8.5% | -3.1% | +11.6% | +7.6% |
| 1Y | +12.9% | -11.3% | +24.1% | +17.3% |
| 3Y | +85.6% | -5.0% | +90.6% | +80.2% |
| 5Y | +78.1% | +19.2% | +58.9% | +47.4% |
| All | +414.3% | +218.8% | +195.5% | +151.5% |
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