+682.5%
MRNA vs VCIT
+30.2%
+652.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | -0.3% | +5.8% | +6.0% |
| 30D | +158.7% | -0.8% | +159.5% | +163.4% |
| 3M | +182.1% | -1.0% | +183.1% | +189.0% |
| 6M | +151.8% | -1.8% | +153.7% | +161.4% |
| YTD | +393.6% | -0.7% | +394.3% | +405.6% |
| 1Y | +499.5% | +1.0% | +498.5% | +502.9% |
| 3Y | +29.3% | +18.8% | +10.5% | +8.1% |
| 5Y | -65.1% | +3.5% | -68.5% | -70.1% |
| All | +682.5% | +30.2% | +652.3% | +370.9% |
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