+6.0%
VWO vs MRSH
+20.0%
-14.0%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +2.4% |
| 7D | -1.3% | +9.4% | -10.7% | +0.6% |
| 30D | -7.1% | +23.4% | -30.6% | -2.9% |
| 3M | -6.1% | +9.9% | -16.0% | -4.0% |
| 6M | -3.9% | +26.0% | -29.9% | +1.2% |
| YTD | +5.0% | +15.2% | -10.2% | +9.3% |
| 1Y | +6.0% | +18.4% | -12.4% | +10.7% |
| All | +6.0% | +20.0% | -14.0% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling