+1,064.4%
MRVL vs IVV
+718.8%
+345.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.2% |
| 7D | -28.1% | -2.7% | -25.4% | -24.5% |
| 30D | -50.4% | -5.4% | -45.0% | -45.3% |
| 3M | -32.9% | -4.1% | -28.9% | -27.4% |
| 6M | -17.9% | +0.7% | -18.7% | -15.1% |
| YTD | +66.4% | +8.7% | +57.7% | +54.9% |
| 1Y | +51.5% | +11.0% | +40.6% | +37.6% |
| 3Y | +177.9% | +75.4% | +102.5% | +42.5% |
| 5Y | +100.0% | +68.3% | +31.7% | +19.7% |
| 10Y | +1,108.1% | +315.5% | +792.6% | +116.7% |
| All | +1,064.4% | +718.8% | +345.6% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling