+261.4%
MRVL vs ROIV
+292.3%
-30.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | -10.2% | +14.3% | -24.5% | -12.9% |
| 30D | -43.9% | +16.2% | -60.1% | -45.8% |
| 3M | -26.0% | +15.1% | -41.1% | -28.7% |
| 6M | -9.2% | +44.2% | -53.4% | -16.8% |
| YTD | +82.0% | +89.8% | -7.8% | +56.3% |
| 1Y | +65.9% | +94.6% | -28.7% | +41.3% |
| 3Y | +185.0% | +367.5% | -182.5% | +101.9% |
| 5Y | +121.5% | +421.4% | -299.9% | +32.1% |
| All | +261.4% | +292.3% | -30.9% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling