+987.9%
MRNA vs VIG
+19.5%
+968.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.1% | +11.0% | +7.0% |
| 7D | +20.6% | +2.7% | +17.9% | +12.2% |
| 30D | +27.1% | +7.0% | +20.1% | +4.8% |
| 3M | +353.4% | +4.0% | +349.4% | +313.0% |
| 6M | +446.3% | +12.3% | +434.0% | +321.0% |
| YTD | +776.2% | +16.4% | +759.8% | +505.3% |
| 1Y | +987.9% | +19.2% | +968.7% | +583.9% |
| All | +987.9% | +19.5% | +968.4% | +583.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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