+1,925.8%
MRVL vs SCHD
+244.5%
+1,681.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.5% |
| 7D | +5.6% | -2.0% | +7.6% | +8.2% |
| 30D | +8.8% | -0.4% | +9.2% | +9.0% |
| 3M | -15.9% | +5.7% | -21.6% | -23.3% |
| 6M | +161.3% | +11.9% | +149.4% | +123.0% |
| YTD | +178.2% | +26.4% | +151.8% | +101.7% |
| 1Y | +255.3% | +27.6% | +227.7% | +154.0% |
| 3Y | +323.1% | +54.9% | +268.2% | +134.9% |
| 5Y | +293.2% | +60.9% | +232.3% | +122.7% |
| All | +1,925.8% | +244.5% | +1,681.3% | +362.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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