+115.8%
MRVL vs VO
+36.2%
+79.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.7% | +6.8% | +3.7% |
| 7D | -9.8% | -0.1% | -9.7% | -8.6% |
| 30D | -43.8% | +0.5% | -44.3% | -43.8% |
| 3M | -29.3% | -1.0% | -28.3% | -26.8% |
| 6M | -9.1% | +6.4% | -15.5% | -16.9% |
| YTD | +82.2% | +13.6% | +68.6% | +46.8% |
| 1Y | +70.3% | +14.5% | +55.9% | +35.4% |
| 3Y | +197.0% | +67.2% | +129.8% | +18.5% |
| 5Y | +115.8% | +36.1% | +79.7% | +32.5% |
| All | +115.8% | +36.2% | +79.5% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling