+82.7%
MRVL vs VIG
+19.5%
+63.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.1% | -9.2% | -11.6% |
| 7D | -36.5% | +2.7% | -39.2% | -40.7% |
| 30D | -41.1% | +7.0% | -48.1% | -50.8% |
| 3M | -26.9% | +4.0% | -30.9% | -34.3% |
| 6M | -2.3% | +12.3% | -14.6% | -28.1% |
| YTD | +88.4% | +16.4% | +72.0% | +24.5% |
| 1Y | +82.7% | +19.2% | +63.5% | +13.7% |
| All | +82.7% | +19.5% | +63.2% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling