+1,143.8%
MRNA vs VCIT
+28.5%
+1,115.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.7% | -6.3% | -5.9% |
| 7D | -4.2% | -1.4% | -2.8% | -1.9% |
| 30D | +7.0% | +0.8% | +6.2% | +5.6% |
| 3M | +263.4% | -1.7% | +265.1% | +275.9% |
| 6M | +334.3% | -2.1% | +336.4% | +353.1% |
| YTD | +684.5% | -2.0% | +686.5% | +720.9% |
| 1Y | +766.2% | -1.5% | +767.6% | +800.8% |
| 3Y | +230.3% | +19.0% | +211.3% | +177.4% |
| 5Y | +0.1% | +3.8% | -3.7% | -12.5% |
| All | +1,143.8% | +28.5% | +1,115.3% | +664.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling