+290.9%
MRVL vs VIG
+62.2%
+228.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.5% |
| 7D | +13.8% | -1.2% | +15.0% | +16.8% |
| 30D | +12.7% | -2.8% | +15.5% | +19.9% |
| 3M | -11.9% | +2.5% | -14.4% | -17.0% |
| 6M | +153.8% | +8.1% | +145.7% | +115.4% |
| YTD | +177.0% | +9.6% | +167.4% | +127.6% |
| 1Y | +252.3% | +14.2% | +238.2% | +164.6% |
| 3Y | +325.5% | +56.1% | +269.4% | +66.5% |
| 5Y | +290.9% | +62.8% | +228.0% | +55.7% |
| All | +290.9% | +62.2% | +228.6% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling