+500.6%
MRNA vs VG
-46.6%
+547.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -0.9% |
| 7D | -3.8% | +5.5% | -9.3% | -3.8% |
| 30D | +16.4% | -3.6% | +19.9% | +16.4% |
| 3M | +310.6% | -4.0% | +314.6% | +308.5% |
| 6M | +370.3% | +9.4% | +360.9% | +356.9% |
| YTD | +743.3% | +86.6% | +656.7% | +626.2% |
| 1Y | +841.7% | +69.5% | +772.1% | +721.5% |
| All | +500.6% | -46.6% | +547.2% | +457.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling