+210.2%
MRVI vs SPY
+20.8%
+189.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | -4.7% | +0.1% | -4.8% | -4.8% |
| 30D | +14.2% | +0.1% | +14.1% | +14.1% |
| 3M | +46.7% | +2.0% | +44.7% | +42.6% |
| 6M | +91.6% | +13.0% | +78.6% | +58.7% |
| YTD | +125.2% | +13.5% | +111.7% | +86.0% |
| 1Y | +210.2% | +20.0% | +190.2% | +127.1% |
| All | +210.2% | +20.8% | +189.3% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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