+238.9%
MRNA vs VG
-38.0%
+276.9%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -3.6% |
| 7D | -9.0% | -2.5% | -6.5% | -9.0% |
| 30D | +137.2% | +11.1% | +126.1% | +135.5% |
| 3M | +194.8% | +14.9% | +179.9% | +190.2% |
| 6M | +167.2% | +18.4% | +148.8% | +156.5% |
| YTD | +375.9% | +116.6% | +259.3% | +309.2% |
| 1Y | +465.2% | +9.4% | +455.8% | +430.4% |
| All | +238.9% | -38.0% | +276.9% | +214.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling