+629.1%
MRNA vs VIG
+162.4%
+466.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -2.9% |
| 7D | -10.1% | -1.2% | -8.9% | -9.2% |
| 30D | +126.7% | -2.8% | +129.6% | +133.1% |
| 3M | +184.1% | +2.5% | +181.7% | +180.5% |
| 6M | +143.3% | +8.1% | +135.2% | +130.7% |
| YTD | +359.9% | +9.6% | +350.3% | +332.5% |
| 1Y | +454.2% | +14.2% | +440.0% | +408.0% |
| 3Y | +26.0% | +56.1% | -30.1% | -4.0% |
| 5Y | -70.3% | +62.8% | -133.1% | -77.9% |
| All | +629.1% | +162.4% | +466.7% | +299.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling