+1,307.2%
MRVL vs VYM
+487.3%
+820.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.9% |
| 7D | +13.8% | -1.0% | +14.8% | +15.1% |
| 30D | +12.7% | -2.0% | +14.7% | +15.3% |
| 3M | -11.9% | +3.1% | -15.0% | -15.2% |
| 6M | +153.8% | +8.9% | +145.0% | +131.4% |
| YTD | +177.0% | +14.7% | +162.2% | +137.0% |
| 1Y | +252.3% | +19.4% | +232.9% | +188.1% |
| 3Y | +325.5% | +65.4% | +260.1% | +146.3% |
| 5Y | +290.9% | +77.6% | +213.3% | +120.8% |
| 10Y | +1,954.1% | +207.8% | +1,746.4% | +539.6% |
| All | +1,307.2% | +487.3% | +820.0% | +105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling