+1,173.1%
MRVL vs VO
+197.6%
+975.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | +11.0% | +3.1% | +7.9% | +6.1% |
| 30D | -36.1% | +2.2% | -38.3% | -37.7% |
| 3M | -29.4% | -2.5% | -26.9% | -25.6% |
| 6M | -11.9% | +7.0% | -18.8% | -18.0% |
| YTD | +84.8% | +14.0% | +70.8% | +57.0% |
| 1Y | +79.4% | +15.6% | +63.8% | +49.5% |
| 3Y | +195.7% | +66.2% | +129.6% | +53.9% |
| 5Y | +117.2% | +36.6% | +80.6% | +58.5% |
| All | +1,173.1% | +197.6% | +975.5% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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