+36.1%
MRNA vs VIG
+55.8%
-19.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.0% |
| 7D | -1.1% | -1.1% | 0.0% | +1.0% |
| 30D | +126.1% | -2.7% | +128.9% | +140.2% |
| 3M | +190.0% | +2.5% | +187.5% | +181.2% |
| 6M | +157.2% | +9.2% | +148.0% | +124.4% |
| YTD | +388.2% | +9.8% | +378.4% | +322.9% |
| 1Y | +467.0% | +12.4% | +454.6% | +376.8% |
| 3Y | +36.1% | +55.9% | -19.8% | -30.2% |
| All | +36.1% | +55.8% | -19.7% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling