+1,293.1%
MRVL vs VLO
+749.3%
+543.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.7% | +5.6% | +8.4% |
| 7D | +5.6% | -0.4% | +6.1% | +6.0% |
| 30D | -36.5% | -16.6% | -19.9% | -33.4% |
| 3M | -20.5% | +12.3% | -32.8% | -23.2% |
| 6M | -1.1% | +47.8% | -49.0% | -11.8% |
| YTD | +99.0% | +126.7% | -27.8% | +54.7% |
| 1Y | +89.3% | +105.4% | -16.1% | +51.3% |
| 3Y | +211.6% | +222.0% | -10.3% | +114.1% |
| 5Y | +134.0% | +449.8% | -315.8% | +36.2% |
| 10Y | +1,293.1% | +754.3% | +538.8% | +635.1% |
| All | +1,293.1% | +749.3% | +543.8% | +635.1% |
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