+1,807.3%
MRVL vs VUG
+1,203.7%
+603.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.7% | +7.7% | +6.9% |
| 7D | +5.6% | -1.1% | +6.7% | +8.7% |
| 30D | -36.5% | -7.0% | -29.5% | -27.7% |
| 3M | -20.5% | -3.7% | -16.8% | -13.7% |
| 6M | -1.1% | -1.6% | +0.5% | +7.5% |
| YTD | +99.0% | +5.1% | +93.8% | +97.7% |
| 1Y | +89.3% | +3.8% | +85.5% | +92.5% |
| 3Y | +211.6% | +79.9% | +131.8% | +64.4% |
| 5Y | +134.0% | +66.4% | +67.7% | +48.6% |
| 10Y | +1,293.1% | +405.3% | +887.8% | +126.0% |
| All | +1,807.3% | +1,203.7% | +603.5% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling