+82.3%
IVV vs MRNA
-68.5%
+150.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.3% |
| 7D | -0.4% | -10.1% | +9.7% | 0.0% |
| 30D | -1.4% | +126.7% | -128.1% | -7.6% |
| 3M | +3.7% | +184.1% | -180.4% | -5.4% |
| 6M | +13.0% | +143.3% | -130.2% | +4.3% |
| YTD | +12.4% | +359.9% | -347.4% | -3.0% |
| 1Y | +18.6% | +454.2% | -435.6% | -0.1% |
| 3Y | +78.1% | +26.0% | +52.1% | +66.3% |
| 5Y | +82.3% | -70.3% | +152.5% | +75.0% |
| All | +82.3% | -68.5% | +150.7% | +75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling