+82.7%
MRVL vs IVV
+14.7%
+68.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.6% | -8.7% | -12.2% |
| 7D | -36.5% | -0.7% | -35.8% | -34.8% |
| 30D | -41.1% | -1.0% | -40.0% | -38.4% |
| 3M | -26.9% | -0.3% | -26.6% | -25.2% |
| 6M | -2.3% | +7.4% | -9.7% | -14.5% |
| YTD | +88.4% | +13.4% | +75.0% | +42.2% |
| 1Y | +82.7% | +14.8% | +67.9% | +34.3% |
| All | +82.7% | +14.7% | +68.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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