+177.9%
MRVL vs VRT
+352.9%
-175.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.5% | +2.3% | +3.6% |
| 7D | -28.1% | -21.4% | -6.8% | -16.6% |
| 30D | -50.4% | -25.8% | -24.6% | -40.7% |
| 3M | -32.9% | -33.5% | +0.6% | -15.0% |
| 6M | -17.9% | -49.0% | +31.1% | +22.1% |
| YTD | +66.4% | +12.9% | +53.5% | +51.6% |
| 1Y | +51.5% | 0.0% | +51.5% | +47.8% |
| 3Y | +177.9% | +361.8% | -183.9% | +8.2% |
| All | +177.9% | +352.9% | -175.0% | +8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling