-65.7%
MRNA vs LVS
+8.6%
-74.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.8% | +5.2% |
| 7D | -1.1% | -3.5% | +2.4% | 0.0% |
| 30D | +126.1% | -6.2% | +132.4% | +132.0% |
| 3M | +190.0% | -14.8% | +204.9% | +204.3% |
| 6M | +157.2% | -20.9% | +178.1% | +174.1% |
| YTD | +388.2% | -33.0% | +421.2% | +438.8% |
| 1Y | +467.0% | -20.0% | +487.1% | +493.9% |
| 3Y | +36.1% | -6.9% | +43.0% | +33.6% |
| All | -65.7% | +8.6% | -74.3% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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