+280.4%
MRVL vs VUG
+76.0%
+204.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.5% |
| 7D | +7.1% | +0.9% | +6.3% | +5.3% |
| 30D | +3.1% | -1.4% | +4.5% | +5.7% |
| 3M | -21.9% | +2.3% | -24.3% | -23.3% |
| 6M | +151.8% | +15.7% | +136.2% | +101.4% |
| YTD | +165.6% | +8.6% | +157.0% | +137.1% |
| 1Y | +242.3% | +14.1% | +228.2% | +181.0% |
| 3Y | +308.2% | +87.9% | +220.3% | +54.5% |
| 5Y | +280.4% | +76.3% | +204.1% | +71.2% |
| All | +280.4% | +76.0% | +204.4% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling