+2,446.4%
MRVL vs VTV
+715.1%
+1,731.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.8% |
| 7D | +7.1% | +0.3% | +6.8% | +6.7% |
| 30D | +3.1% | +0.1% | +2.9% | +2.8% |
| 3M | -21.9% | +6.2% | -28.1% | -27.2% |
| 6M | +151.8% | +13.5% | +138.4% | +120.2% |
| YTD | +165.6% | +18.9% | +146.8% | +119.9% |
| 1Y | +242.3% | +25.8% | +216.5% | +165.5% |
| 3Y | +308.2% | +68.7% | +239.4% | +134.7% |
| 5Y | +280.4% | +80.3% | +200.1% | +115.0% |
| 10Y | +1,832.5% | +226.3% | +1,606.2% | +483.6% |
| All | +2,446.4% | +715.1% | +1,731.3% | +126.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling