+323.1%
MRVL vs VYM
+65.1%
+258.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.4% | +2.5% |
| 7D | +5.6% | -0.8% | +6.4% | +7.5% |
| 30D | +8.8% | -2.2% | +11.0% | +14.0% |
| 3M | -15.9% | +3.1% | -18.9% | -21.8% |
| 6M | +161.3% | +9.7% | +151.5% | +117.8% |
| YTD | +178.2% | +14.9% | +163.3% | +110.4% |
| 1Y | +255.3% | +17.6% | +237.7% | +157.0% |
| 3Y | +323.1% | +65.3% | +257.8% | +72.1% |
| All | +323.1% | +65.1% | +258.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling