+227.5%
MRNA vs VG
-35.7%
+263.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.8% | -7.2% | -3.4% |
| 7D | -10.1% | +3.8% | -13.9% | -10.1% |
| 30D | +126.7% | +7.2% | +119.5% | +126.2% |
| 3M | +184.1% | +22.8% | +161.3% | +178.6% |
| 6M | +143.3% | +33.2% | +110.1% | +130.8% |
| YTD | +359.9% | +124.8% | +235.0% | +295.1% |
| 1Y | +454.2% | +15.8% | +438.4% | +418.1% |
| All | +227.5% | -35.7% | +263.2% | +203.5% |
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