+2,535.8%
MRVL vs ITOT
+885.8%
+1,650.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.0% |
| 7D | +13.8% | -0.4% | +14.2% | +14.3% |
| 30D | +12.7% | -1.6% | +14.3% | +15.2% |
| 3M | -11.9% | +3.5% | -15.5% | -14.8% |
| 6M | +153.8% | +13.1% | +140.7% | +121.0% |
| YTD | +177.0% | +12.7% | +164.2% | +142.4% |
| 1Y | +252.3% | +18.3% | +234.0% | +190.5% |
| 3Y | +325.5% | +76.4% | +249.2% | +123.9% |
| 5Y | +290.9% | +73.8% | +217.1% | +130.0% |
| 10Y | +1,954.1% | +301.2% | +1,652.9% | +361.9% |
| All | +2,535.8% | +885.8% | +1,650.0% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling