+2,425.3%
MRVL vs VUG
+1,251.8%
+1,173.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.5% | +7.7% |
| 7D | +3.2% | -0.1% | +3.3% | +3.3% |
| 30D | +5.9% | -0.3% | +6.3% | +6.4% |
| 3M | -29.3% | -0.7% | -28.6% | -26.5% |
| 6M | +186.5% | +14.6% | +171.9% | +144.6% |
| YTD | +163.4% | +9.0% | +154.4% | +141.6% |
| 1Y | +249.5% | +14.9% | +234.6% | +199.9% |
| 3Y | +289.4% | +86.0% | +203.3% | +90.6% |
| 5Y | +270.2% | +76.7% | +193.6% | +110.9% |
| 10Y | +1,748.8% | +411.3% | +1,337.5% | +185.3% |
| All | +2,425.3% | +1,251.8% | +1,173.5% | +3.6% |
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