+923.5%
VZ vs MRSH
+3,873.3%
-2,949.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +1.5% | +1.4% | 0.0% | +1.0% |
| 30D | +4.4% | +16.5% | -12.1% | -0.4% |
| 3M | -2.4% | +10.8% | -13.1% | -5.4% |
| 6M | +1.4% | +32.1% | -30.6% | -7.0% |
| YTD | +21.4% | +14.5% | +6.9% | +15.7% |
| 1Y | +20.3% | +15.5% | +4.8% | +14.3% |
| 3Y | +57.4% | +9.3% | +48.0% | +51.0% |
| 5Y | +21.9% | +35.1% | -13.1% | +8.7% |
| 10Y | +70.7% | +263.2% | -192.4% | +10.5% |
| All | +923.5% | +3,873.3% | -2,949.8% | +181.5% |
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 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