+218.1%
MRNA vs VCIT
+19.0%
+199.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -2.9% |
| 7D | -12.1% | -1.4% | -10.7% | -7.4% |
| 30D | -1.3% | +0.6% | -1.9% | -3.3% |
| 3M | +250.9% | -2.2% | +253.2% | +284.3% |
| 6M | +343.0% | -2.3% | +345.3% | +388.7% |
| YTD | +657.4% | -2.2% | +659.6% | +737.9% |
| 1Y | +794.9% | -1.4% | +796.3% | +874.6% |
| 3Y | +218.1% | +18.7% | +199.4% | +146.1% |
| All | +218.1% | +19.0% | +199.1% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling