+1,954.1%
MRVL vs VLO
+919.7%
+1,034.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +3.8% |
| 7D | +13.8% | +6.2% | +7.6% | +12.0% |
| 30D | +12.7% | +23.5% | -10.8% | +6.4% |
| 3M | -11.9% | +53.9% | -65.8% | -22.0% |
| 6M | +153.8% | +81.7% | +72.2% | +112.9% |
| YTD | +177.0% | +142.5% | +34.5% | +112.3% |
| 1Y | +252.3% | +145.4% | +106.9% | +168.5% |
| 3Y | +325.5% | +197.3% | +128.2% | +199.9% |
| 5Y | +290.9% | +614.6% | -323.7% | +112.8% |
| 10Y | +1,954.1% | +938.9% | +1,015.3% | +924.9% |
| All | +1,954.1% | +919.7% | +1,034.4% | +924.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling