+697.9%
MRVL vs VRT
+2,012.3%
-1,314.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -3.4% |
| 7D | +23.1% | +18.6% | +4.5% | +13.1% |
| 30D | -38.8% | -11.7% | -27.2% | -34.7% |
| 3M | -24.2% | -27.3% | +3.1% | -11.3% |
| 6M | 0.0% | -42.9% | +42.9% | +32.9% |
| YTD | +93.8% | +29.5% | +64.4% | +69.2% |
| 1Y | +84.4% | +21.0% | +63.4% | +65.9% |
| 3Y | +203.6% | +403.1% | -199.5% | +37.9% |
| 5Y | +127.8% | +688.8% | -561.0% | -26.6% |
| All | +697.9% | +2,012.3% | -1,314.4% | +73.1% |
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