+278.0%
MRVL vs SCHD
+58.9%
+219.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.0% |
| 7D | +8.7% | -3.1% | +11.8% | +14.0% |
| 30D | +6.9% | -0.8% | +7.7% | +7.8% |
| 3M | -10.1% | +6.2% | -16.3% | -20.8% |
| 6M | +143.4% | +11.8% | +131.6% | +97.6% |
| YTD | +167.5% | +26.0% | +141.5% | +75.4% |
| 1Y | +239.0% | +28.1% | +210.8% | +114.7% |
| 3Y | +311.0% | +54.6% | +256.4% | +73.9% |
| 5Y | +278.0% | +60.3% | +217.7% | +69.5% |
| All | +278.0% | +58.9% | +219.0% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling