+290.9%
MRVL vs VCLT
-15.5%
+306.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.5% |
| 7D | +13.8% | 0.0% | +13.8% | +13.8% |
| 30D | +12.7% | +0.1% | +12.6% | +12.6% |
| 3M | -11.9% | -2.9% | -9.0% | -8.9% |
| 6M | +153.8% | -4.0% | +157.8% | +166.5% |
| YTD | +177.0% | -2.2% | +179.2% | +185.5% |
| 1Y | +252.3% | -2.6% | +254.9% | +264.1% |
| 3Y | +325.5% | +12.3% | +313.3% | +280.2% |
| 5Y | +290.9% | -16.4% | +307.3% | +351.0% |
| All | +290.9% | -15.5% | +306.4% | +351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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