+224.6%
IVV vs MRNA
+521.0%
-296.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -2.0% | -8.2% | +6.2% | -1.7% |
| 30D | -1.6% | +125.6% | -127.2% | -7.0% |
| 3M | +4.8% | +197.1% | -192.3% | -2.8% |
| 6M | +12.6% | +148.5% | -135.9% | +5.3% |
| YTD | +11.8% | +363.3% | -351.5% | +0.6% |
| 1Y | +17.6% | +462.0% | -444.4% | +4.2% |
| 3Y | +77.0% | +26.9% | +50.1% | +66.3% |
| 5Y | +82.6% | -69.6% | +152.2% | +75.8% |
| All | +224.6% | +521.0% | -296.4% | +184.6% |
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