+271.9%
MRVL vs IVV
+82.6%
+189.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.4% | +7.5% | +8.0% |
| 7D | +3.2% | +0.1% | +3.1% | +2.8% |
| 30D | +5.9% | +0.1% | +5.9% | +5.7% |
| 3M | -29.3% | +2.0% | -31.3% | -30.4% |
| 6M | +186.5% | +13.0% | +173.4% | +124.9% |
| YTD | +163.4% | +13.6% | +149.9% | +105.0% |
| 1Y | +249.5% | +20.1% | +229.4% | +141.7% |
| 3Y | +289.4% | +77.6% | +211.7% | +25.7% |
| All | +271.9% | +82.6% | +189.3% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling