+25.2%
VZ vs MRSH
+20.0%
+5.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.3% | +1.2% |
| 7D | +6.9% | +9.4% | -2.5% | +4.4% |
| 30D | +2.3% | +23.4% | -21.2% | -3.0% |
| 3M | 0.0% | +9.9% | -9.9% | -2.7% |
| 6M | +0.2% | +26.0% | -25.8% | -4.9% |
| YTD | +20.9% | +15.2% | +5.7% | +16.7% |
| 1Y | +25.2% | +18.4% | +6.8% | +19.3% |
| All | +25.2% | +20.0% | +5.2% | +19.3% |
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 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