+96.9%
MRVL vs VRT
+561.8%
-464.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.5% | +2.3% | +3.9% |
| 7D | -28.1% | -21.4% | -6.8% | -18.0% |
| 30D | -50.4% | -25.8% | -24.6% | -41.8% |
| 3M | -32.9% | -33.5% | +0.6% | -17.2% |
| 6M | -17.9% | -49.0% | +31.1% | +16.9% |
| YTD | +66.4% | +12.9% | +53.5% | +54.8% |
| 1Y | +51.5% | 0.0% | +51.5% | +49.5% |
| 3Y | +177.9% | +361.8% | -183.9% | +27.8% |
| All | +96.9% | +561.8% | -464.9% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling