+499.5%
MRNA vs VG
+14.1%
+485.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.3% |
| 7D | +5.5% | +1.7% | +3.8% | +5.7% |
| 30D | +158.7% | +16.0% | +142.7% | +160.0% |
| 3M | +182.1% | +9.7% | +172.4% | +184.2% |
| 6M | +151.8% | +29.6% | +122.2% | +142.0% |
| YTD | +393.6% | +112.0% | +281.5% | +323.4% |
| 1Y | +499.5% | +12.8% | +486.7% | +453.7% |
| All | +499.5% | +14.1% | +485.3% | +453.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling