+271.9%
MRVL vs VRT
+900.3%
-628.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.4% | +2.7% | +4.8% |
| 7D | +3.2% | +9.1% | -5.9% | -1.4% |
| 30D | +5.9% | +0.9% | +5.0% | +5.4% |
| 3M | -29.3% | -13.4% | -16.0% | -23.2% |
| 6M | +186.5% | +11.7% | +174.8% | +173.6% |
| YTD | +163.4% | +73.2% | +90.2% | +97.1% |
| 1Y | +249.5% | +123.4% | +126.1% | +127.4% |
| 3Y | +289.4% | +606.2% | -316.8% | +45.1% |
| All | +271.9% | +900.3% | -628.4% | -5.1% |
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 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