+1,143.8%
MRNA vs OVV
+138.0%
+1,005.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.2% | -9.2% | -7.1% |
| 7D | -4.2% | +6.5% | -10.7% | -4.6% |
| 30D | +7.0% | -2.7% | +9.6% | +7.0% |
| 3M | +263.4% | +3.1% | +260.2% | +261.7% |
| 6M | +334.3% | +12.8% | +321.5% | +328.5% |
| YTD | +684.5% | +68.1% | +616.4% | +648.3% |
| 1Y | +766.2% | +73.6% | +692.5% | +723.8% |
| 3Y | +230.3% | +57.6% | +172.7% | +214.3% |
| 5Y | +0.1% | +104.5% | -104.5% | -6.4% |
| All | +1,143.8% | +138.0% | +1,005.8% | +1,140.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling