+130.3%
MRK price history and return analytics
+63.7%
+66.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.7% |
| 7D | -5.0% | -2.0% | -3.0% | -4.5% |
| 30D | +11.0% | -1.4% | +12.4% | +11.4% |
| 3M | +22.4% | +4.7% | +17.7% | +20.6% |
| 6M | +25.4% | +11.4% | +14.0% | +21.2% |
| YTD | +39.5% | +13.1% | +26.4% | +34.1% |
| 1Y | +78.0% | +19.0% | +58.9% | +68.6% |
| 3Y | +45.5% | +73.9% | -28.4% | +23.8% |
| 5Y | +130.3% | +65.4% | +64.9% | +97.0% |
| All | +130.3% | +63.7% | +66.6% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling