-65.7%
MRNA vs VCLT
-17.2%
-48.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.3% | +5.3% |
| 7D | -1.1% | -1.4% | +0.3% | +0.9% |
| 30D | +126.1% | -1.2% | +127.3% | +133.3% |
| 3M | +190.0% | -4.8% | +194.8% | +213.3% |
| 6M | +157.2% | -2.6% | +159.8% | +171.7% |
| YTD | +388.2% | -3.3% | +391.5% | +421.6% |
| 1Y | +467.0% | -4.8% | +471.9% | +516.8% |
| 3Y | +36.1% | +11.5% | +24.6% | +24.7% |
| All | -65.7% | -17.2% | -48.5% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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