+499.5%
MRNA vs OVV
+61.5%
+437.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -2.3% |
| 7D | +5.5% | +0.3% | +5.2% | +5.5% |
| 30D | +158.7% | +11.7% | +147.0% | +162.1% |
| 3M | +182.1% | +9.8% | +172.3% | +187.9% |
| 6M | +151.8% | +26.6% | +125.3% | +148.9% |
| YTD | +393.6% | +67.0% | +326.5% | +369.6% |
| 1Y | +499.5% | +55.9% | +443.5% | +457.8% |
| All | +499.5% | +61.5% | +437.9% | +457.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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