+9.6%
MRNA vs VCIT
+3.3%
+6.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -4.9% |
| 7D | +9.8% | +0.1% | +9.7% | +9.8% |
| 30D | +11.5% | +1.1% | +10.4% | +7.8% |
| 3M | +319.4% | -1.4% | +320.7% | +339.6% |
| 6M | +361.5% | -2.3% | +363.8% | +398.0% |
| YTD | +750.6% | -1.8% | +752.4% | +811.8% |
| 1Y | +913.0% | -1.0% | +914.1% | +968.5% |
| 3Y | +258.1% | +19.3% | +238.8% | +146.5% |
| 5Y | +9.6% | +3.8% | +5.8% | +50.2% |
| All | +9.6% | +3.3% | +6.3% | +50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling