+323.1%
MRVL vs VTR
+132.9%
+190.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +3.9% |
| 7D | +5.6% | -0.3% | +5.9% | +5.6% |
| 30D | +8.8% | +1.1% | +7.7% | +9.0% |
| 3M | -15.9% | +7.9% | -23.8% | -15.2% |
| 6M | +161.3% | +6.2% | +155.1% | +165.0% |
| YTD | +178.2% | +17.7% | +160.5% | +178.9% |
| 1Y | +255.3% | +32.9% | +222.4% | +249.4% |
| 3Y | +323.1% | +129.7% | +193.4% | +247.8% |
| All | +323.1% | +132.9% | +190.2% | +247.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling