+188.6%
IGV vs MRNA
+554.4%
-365.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.4% | -5.1% | 0.0% |
| 7D | -2.9% | -1.1% | -1.8% | -2.9% |
| 30D | -1.5% | +126.1% | -127.6% | -10.5% |
| 3M | +11.7% | +190.0% | -178.3% | -1.3% |
| 6M | +18.4% | +157.2% | -138.8% | +5.5% |
| YTD | -3.9% | +388.2% | -392.1% | -20.2% |
| 1Y | -9.7% | +467.0% | -476.7% | -26.4% |
| 3Y | +38.4% | +36.1% | +2.4% | +24.5% |
| 5Y | +21.6% | -68.0% | +89.6% | +16.9% |
| All | +188.6% | +554.4% | -365.8% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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