+180.6%
VXUS vs MRSH
+743.0%
-562.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | +0.2% |
| 7D | +0.3% | -5.9% | +6.1% | +3.3% |
| 30D | +0.7% | -7.3% | +8.0% | +4.4% |
| 3M | +4.8% | +7.4% | -2.7% | -0.1% |
| 6M | +11.3% | -0.7% | +12.0% | +9.6% |
| YTD | +16.5% | -3.2% | +19.7% | +15.5% |
| 1Y | +24.3% | -10.6% | +34.9% | +28.0% |
| 3Y | +74.5% | -4.6% | +79.0% | +69.7% |
| 5Y | +54.3% | +19.3% | +35.1% | +28.5% |
| 10Y | +150.1% | +217.3% | -67.2% | +3.6% |
| All | +180.6% | +743.0% | -562.4% | -44.3% |
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