+674.0%
MRNA vs VEU
+125.9%
+548.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.3% | +4.5% |
| 7D | -1.1% | -1.4% | +0.3% | +0.2% |
| 30D | +126.1% | -0.4% | +126.5% | +127.9% |
| 3M | +190.0% | +2.5% | +187.5% | +185.6% |
| 6M | +157.2% | +11.1% | +146.1% | +138.1% |
| YTD | +388.2% | +16.5% | +371.7% | +337.2% |
| 1Y | +467.0% | +22.9% | +444.1% | +389.1% |
| 3Y | +36.1% | +73.4% | -37.3% | -4.5% |
| 5Y | -68.0% | +56.1% | -124.1% | -77.3% |
| All | +674.0% | +125.9% | +548.1% | +393.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling