+252.3%
MRVL vs VUG
+13.3%
+239.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.3% |
| 7D | +13.8% | +0.1% | +13.7% | +13.4% |
| 30D | +12.7% | -1.7% | +14.4% | +16.6% |
| 3M | -11.9% | +2.8% | -14.7% | -15.0% |
| 6M | +153.8% | +13.6% | +140.2% | +109.8% |
| YTD | +177.0% | +8.1% | +168.9% | +148.1% |
| 1Y | +252.3% | +13.1% | +239.3% | +217.4% |
| All | +252.3% | +13.3% | +239.1% | +217.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling