+62.8%
VZ vs MRSH
+219.5%
-156.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -1.2% | -5.9% | +4.7% | +0.6% |
| 30D | +5.7% | -7.3% | +13.0% | +8.2% |
| 3M | +8.2% | +6.7% | +1.6% | +6.0% |
| 6M | +1.7% | +3.0% | -1.3% | +0.4% |
| YTD | +28.9% | -2.9% | +31.8% | +29.1% |
| 1Y | +22.7% | -9.0% | +31.7% | +25.3% |
| 3Y | +82.7% | -4.3% | +87.0% | +82.8% |
| 5Y | +26.4% | +19.4% | +7.0% | +16.4% |
| All | +62.8% | +219.5% | -156.7% | +13.5% |
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