+499.5%
MRNA vs VIG
+16.9%
+482.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -0.9% |
| 7D | +5.5% | -0.4% | +5.9% | +6.6% |
| 30D | +158.7% | -1.0% | +159.7% | +169.5% |
| 3M | +182.1% | +2.8% | +179.4% | +170.7% |
| 6M | +151.8% | +8.2% | +143.6% | +116.2% |
| YTD | +393.6% | +11.0% | +382.5% | +289.1% |
| 1Y | +499.5% | +16.1% | +483.3% | +309.3% |
| All | +499.5% | +16.9% | +482.6% | +309.3% |
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