+1,925.8%
MRVL vs ITOT
+303.4%
+1,622.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +2.6% |
| 7D | +5.6% | -0.9% | +6.5% | +7.3% |
| 30D | +8.8% | -1.5% | +10.2% | +11.6% |
| 3M | -15.9% | +3.6% | -19.4% | -19.5% |
| 6M | +161.3% | +13.7% | +147.6% | +118.4% |
| YTD | +178.2% | +12.9% | +165.3% | +135.1% |
| 1Y | +255.3% | +17.2% | +238.1% | +184.5% |
| 3Y | +323.1% | +75.6% | +247.5% | +94.5% |
| 5Y | +293.2% | +75.5% | +217.7% | +96.8% |
| All | +1,925.8% | +303.4% | +1,622.4% | +275.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling