+549.6%
MRNA vs VG
-50.2%
+599.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +5.8% |
| 7D | +21.8% | -8.3% | +30.1% | +21.8% |
| 30D | +19.6% | -10.3% | +29.9% | +19.6% |
| 3M | +354.6% | -10.8% | +365.4% | +352.2% |
| 6M | +394.9% | +3.5% | +391.5% | +380.0% |
| YTD | +812.2% | +74.0% | +738.2% | +685.6% |
| 1Y | +996.2% | +48.9% | +947.3% | +861.2% |
| All | +549.6% | -50.2% | +599.8% | +503.4% |
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