+78.8%
IVV vs MRNA
+30.4%
+48.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.5% |
| 7D | +0.5% | -9.0% | +9.5% | +0.7% |
| 30D | -1.0% | +137.2% | -138.1% | -4.9% |
| 3M | +3.9% | +194.8% | -191.0% | -2.4% |
| 6M | +14.5% | +167.2% | -152.7% | +8.2% |
| YTD | +12.9% | +375.9% | -363.0% | +1.5% |
| 1Y | +19.4% | +465.2% | -445.8% | +5.3% |
| 3Y | +78.8% | +30.4% | +48.4% | +64.6% |
| All | +78.8% | +30.4% | +48.4% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling