+321.2%
MRVL vs VIG
+55.4%
+265.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.5% |
| 7D | +13.8% | -1.2% | +15.0% | +16.9% |
| 30D | +12.7% | -2.8% | +15.5% | +20.2% |
| 3M | -11.9% | +2.5% | -14.4% | -17.4% |
| 6M | +153.8% | +8.1% | +145.7% | +113.7% |
| YTD | +177.0% | +9.6% | +167.4% | +125.6% |
| 1Y | +252.3% | +14.2% | +238.2% | +161.4% |
| All | +321.2% | +55.4% | +265.7% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling