+239.0%
MRVL vs VIG
+12.7%
+226.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.2% |
| 7D | +8.7% | -2.2% | +10.9% | +15.1% |
| 30D | +6.9% | -3.2% | +10.1% | +16.0% |
| 3M | -10.1% | +3.0% | -13.2% | -18.5% |
| 6M | +143.4% | +8.1% | +135.3% | +100.3% |
| YTD | +167.5% | +9.1% | +158.4% | +115.4% |
| 1Y | +239.0% | +12.6% | +226.4% | +172.4% |
| All | +239.0% | +12.7% | +226.2% | +172.4% |
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