+78.5%
VUG vs MRSH
+18.2%
+60.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -0.5% | -4.8% | +4.3% | +1.4% |
| 30D | -1.0% | -6.3% | +5.4% | +1.5% |
| 3M | +3.5% | +5.8% | -2.3% | +0.1% |
| 6M | +14.2% | +2.8% | +11.4% | +11.1% |
| YTD | +8.5% | -3.1% | +11.6% | +8.2% |
| 1Y | +12.9% | -11.3% | +24.1% | +17.8% |
| 3Y | +85.6% | -5.0% | +90.6% | +78.4% |
| All | +78.5% | +18.2% | +60.3% | +36.0% |
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