+993.4%
MRVL vs VRT
+2,829.6%
-1,836.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | -1.0% |
| 7D | +7.1% | +13.6% | -6.5% | +0.5% |
| 30D | +3.1% | +6.8% | -3.7% | -0.3% |
| 3M | -21.9% | -3.2% | -18.7% | -20.2% |
| 6M | +151.8% | +20.3% | +131.5% | +133.0% |
| YTD | +165.6% | +79.6% | +86.0% | +97.2% |
| 1Y | +242.3% | +139.0% | +103.3% | +119.1% |
| 3Y | +308.2% | +644.6% | -336.4% | +52.8% |
| 5Y | +280.4% | +1,024.4% | -744.0% | +2.8% |
| All | +993.4% | +2,829.6% | -1,836.2% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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