+249.5%
MRVL vs VTV
+27.0%
+222.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.2% | +7.3% | +7.6% |
| 7D | +3.2% | +0.5% | +2.7% | +1.8% |
| 30D | +5.9% | +1.1% | +4.8% | +2.8% |
| 3M | -29.3% | +5.9% | -35.2% | -38.4% |
| 6M | +186.5% | +11.6% | +174.9% | +124.2% |
| YTD | +163.4% | +19.8% | +143.6% | +86.5% |
| 1Y | +249.5% | +26.2% | +223.3% | +148.7% |
| All | +249.5% | +27.0% | +222.5% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling