-69.6%
MRNA vs OVV
+149.9%
-219.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -8.2% | -2.9% | -5.3% | -7.9% |
| 30D | +125.6% | +0.9% | +124.7% | +125.3% |
| 3M | +197.1% | +11.0% | +186.0% | +191.6% |
| 6M | +148.5% | +22.3% | +126.2% | +139.0% |
| YTD | +363.3% | +65.1% | +298.2% | +324.1% |
| 1Y | +462.0% | +53.1% | +408.9% | +419.3% |
| 3Y | +26.9% | +46.7% | -19.8% | +15.6% |
| 5Y | -69.6% | +155.5% | -225.1% | -71.7% |
| All | -69.6% | +149.9% | -219.5% | -71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling