+249.5%
MRVL vs ITOT
+20.8%
+228.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +8.0% |
| 7D | +3.2% | +0.1% | +3.1% | +2.8% |
| 30D | +5.9% | 0.0% | +5.9% | +5.8% |
| 3M | -29.3% | +2.0% | -31.3% | -31.5% |
| 6M | +186.5% | +13.0% | +173.4% | +120.5% |
| YTD | +163.4% | +14.0% | +149.5% | +98.9% |
| 1Y | +249.5% | +19.9% | +229.6% | +172.8% |
| All | +249.5% | +20.8% | +228.7% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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