+223.9%
IVV vs MRNA
+915.3%
-691.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.3% |
| 7D | +2.6% | -12.1% | +14.7% | +3.0% |
| 30D | -2.0% | -1.3% | -0.7% | -2.1% |
| 3M | -2.8% | +250.9% | -253.7% | -9.4% |
| 6M | +2.2% | +343.0% | -340.9% | -6.5% |
| YTD | +11.5% | +657.4% | -645.9% | -1.5% |
| 1Y | +13.5% | +794.9% | -781.4% | -0.8% |
| 3Y | +78.1% | +218.1% | -140.1% | +61.0% |
| 5Y | +73.1% | -3.4% | +76.5% | +61.8% |
| All | +223.9% | +915.3% | -691.4% | +178.8% |
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