+118.8%
MRVL vs VRT
+650.8%
-531.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.6% | -1.1% | -2.7% |
| 7D | +11.0% | +10.5% | +0.5% | +5.5% |
| 30D | -36.1% | -9.3% | -26.8% | -32.6% |
| 3M | -29.4% | -29.6% | +0.2% | -15.4% |
| 6M | -11.9% | -45.4% | +33.5% | +21.2% |
| YTD | +84.8% | +24.8% | +60.0% | +63.2% |
| 1Y | +79.4% | +23.6% | +55.8% | +59.0% |
| 3Y | +195.7% | +379.7% | -183.9% | +32.7% |
| All | +118.8% | +650.8% | -531.9% | -28.5% |
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