+157.2%
MRNA vs ITOT
+13.5%
+143.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.5% | +3.6% |
| 7D | -1.1% | -0.9% | -0.2% | +0.9% |
| 30D | +126.1% | -1.5% | +127.6% | +134.6% |
| 3M | +190.0% | +3.6% | +186.5% | +175.5% |
| 6M | +157.2% | +13.7% | +143.5% | +108.1% |
| All | +157.2% | +13.5% | +143.7% | +108.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling