+1,954.1%
MRVL vs VUG
+410.7%
+1,543.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.0% |
| 7D | +13.8% | +0.1% | +13.7% | +13.5% |
| 30D | +12.7% | -1.7% | +14.4% | +15.6% |
| 3M | -11.9% | +2.8% | -14.7% | -13.8% |
| 6M | +153.8% | +13.6% | +140.2% | +116.5% |
| YTD | +177.0% | +8.1% | +168.9% | +154.5% |
| 1Y | +252.3% | +13.1% | +239.3% | +203.9% |
| 3Y | +325.5% | +87.0% | +238.6% | +93.1% |
| 5Y | +290.9% | +76.0% | +214.9% | +105.9% |
| 10Y | +1,954.1% | +420.5% | +1,533.6% | +192.2% |
| All | +1,954.1% | +410.7% | +1,543.5% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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