+271.9%
MRVL vs VT
+66.2%
+205.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.1% | +7.1% |
| 7D | +3.2% | +0.4% | +2.8% | +2.0% |
| 30D | +5.9% | +1.0% | +5.0% | +3.7% |
| 3M | -29.3% | +2.4% | -31.7% | -30.5% |
| 6M | +186.5% | +12.0% | +174.5% | +129.8% |
| YTD | +163.4% | +15.3% | +148.1% | +97.3% |
| 1Y | +249.5% | +22.6% | +226.9% | +128.0% |
| 3Y | +289.4% | +74.7% | +214.7% | +22.2% |
| All | +271.9% | +66.2% | +205.7% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling