-78.1%
MRVI price history and return analytics
+104.1%
-182.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.1% |
| 7D | -10.8% | -1.1% | -9.7% | -9.6% |
| 30D | +13.0% | -1.0% | +14.0% | +14.5% |
| 3M | +25.3% | +3.2% | +22.2% | +20.2% |
| 6M | +83.9% | +12.5% | +71.5% | +59.0% |
| YTD | +100.9% | +14.1% | +86.9% | +71.2% |
| 1Y | +134.1% | +18.9% | +115.1% | +90.0% |
| 3Y | -37.3% | +74.1% | -111.4% | -65.9% |
| 5Y | -86.1% | +66.9% | -153.0% | -92.2% |
| All | -78.1% | +104.1% | -182.2% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling