+1,077.1%
MRVL vs VT
+215.5%
+861.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.3% |
| 7D | -28.1% | -2.3% | -25.8% | -24.3% |
| 30D | -50.4% | -5.0% | -45.4% | -44.6% |
| 3M | -32.9% | -4.9% | -28.0% | -24.8% |
| 6M | -17.9% | -1.5% | -16.4% | -10.1% |
| YTD | +66.4% | +8.5% | +58.0% | +54.3% |
| 1Y | +51.5% | +11.4% | +40.2% | +34.8% |
| 3Y | +177.9% | +70.1% | +107.8% | +31.7% |
| 5Y | +100.0% | +53.7% | +46.3% | +19.6% |
| All | +1,077.1% | +215.5% | +861.6% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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