+987.9%
MRNA vs ITOT
+14.7%
+973.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.5% | +11.6% | +9.2% |
| 7D | +20.6% | -0.7% | +21.3% | +22.8% |
| 30D | +27.1% | -1.1% | +28.2% | +31.6% |
| 3M | +353.4% | -0.8% | +354.2% | +371.6% |
| 6M | +446.3% | +7.0% | +439.3% | +391.4% |
| YTD | +776.2% | +13.3% | +762.8% | +602.4% |
| 1Y | +987.9% | +14.8% | +973.1% | +747.7% |
| All | +987.9% | +14.7% | +973.2% | +747.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling