+84.4%
MRVL vs IVV
+11.9%
+72.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -1.6% |
| 7D | +23.1% | +3.3% | +19.8% | +11.1% |
| 30D | -38.8% | -2.7% | -36.1% | -31.3% |
| 3M | -24.2% | -1.7% | -22.5% | -17.4% |
| 6M | 0.0% | +3.2% | -3.1% | -1.8% |
| YTD | +93.8% | +12.0% | +81.9% | +53.5% |
| 1Y | +84.4% | +12.1% | +72.3% | +46.8% |
| All | +84.4% | +11.9% | +72.5% | +46.8% |
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