+323.1%
MRVL vs VNQ
+30.7%
+292.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.6% |
| 7D | +5.6% | -1.3% | +6.9% | +6.4% |
| 30D | +8.8% | -2.6% | +11.3% | +10.4% |
| 3M | -15.9% | -2.0% | -13.8% | -16.0% |
| 6M | +161.3% | +4.3% | +156.9% | +148.0% |
| YTD | +178.2% | +9.2% | +169.0% | +154.4% |
| 1Y | +255.3% | +5.6% | +249.7% | +232.6% |
| 3Y | +323.1% | +30.8% | +292.3% | +228.1% |
| All | +323.1% | +30.7% | +292.4% | +228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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