+229.9%
IVV vs MRNA
+561.6%
-331.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.3% |
| 7D | +0.1% | +5.5% | -5.4% | -0.1% |
| 30D | +0.1% | +158.7% | -158.7% | -6.0% |
| 3M | +2.0% | +182.1% | -180.1% | -4.9% |
| 6M | +13.0% | +151.8% | -138.8% | +5.9% |
| YTD | +13.6% | +393.6% | -380.0% | +2.0% |
| 1Y | +20.1% | +499.5% | -479.4% | +6.2% |
| 3Y | +77.6% | +29.3% | +48.3% | +66.9% |
| 5Y | +82.5% | -65.1% | +147.5% | +75.1% |
| All | +229.9% | +561.6% | -331.7% | +188.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling