+623.1%
MRVL vs VIG
+655.8%
-32.7%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.8% | +8.6% | +8.2% |
| 7D | +5.6% | -0.3% | +6.0% | +7.1% |
| 30D | -36.5% | +4.9% | -41.4% | -40.5% |
| 3M | -20.5% | +2.9% | -23.4% | -23.6% |
| 6M | -1.1% | +11.2% | -12.4% | -14.1% |
| YTD | +99.0% | +16.0% | +83.0% | +64.5% |
| 1Y | +89.3% | +17.0% | +72.3% | +55.3% |
| 3Y | +211.6% | +66.9% | +144.8% | +66.9% |
| 5Y | +134.0% | +65.8% | +68.2% | +35.7% |
| 10Y | +1,293.1% | +263.6% | +1,029.5% | +219.8% |
| All | +623.1% | +655.8% | -32.7% | -41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling