+1,925.8%
MRVL vs VTV
+234.5%
+1,691.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.0% |
| 7D | +5.6% | -1.1% | +6.7% | +7.3% |
| 30D | +8.8% | -1.0% | +9.8% | +10.3% |
| 3M | -15.9% | +4.6% | -20.5% | -21.1% |
| 6M | +161.3% | +13.5% | +147.7% | +122.6% |
| YTD | +178.2% | +18.5% | +159.7% | +123.3% |
| 1Y | +255.3% | +22.9% | +232.4% | +171.7% |
| 3Y | +323.1% | +67.8% | +255.3% | +122.7% |
| 5Y | +293.2% | +81.8% | +211.4% | +99.6% |
| All | +1,925.8% | +234.5% | +1,691.3% | +448.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling