+1,771.2%
MRVL vs VTRS
+171.2%
+1,599.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.2% |
| 7D | +8.7% | -3.3% | +12.0% | +9.8% |
| 30D | +6.9% | +1.4% | +5.5% | +6.4% |
| 3M | -10.1% | +4.6% | -14.8% | -12.3% |
| 6M | +143.4% | +18.1% | +125.4% | +127.3% |
| YTD | +167.5% | +34.7% | +132.8% | +138.0% |
| 1Y | +239.0% | +65.6% | +173.3% | +180.2% |
| 3Y | +311.0% | +83.8% | +227.2% | +221.2% |
| 5Y | +278.0% | +46.5% | +231.5% | +211.4% |
| 10Y | +1,883.8% | -48.6% | +1,932.3% | +1,951.7% |
| All | +1,771.2% | +171.2% | +1,599.9% | +826.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling