+38.1%
MRNA vs VLTO
+24.3%
+13.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.7% |
| 7D | -1.1% | -2.3% | +1.2% | +1.1% |
| 30D | +126.1% | -2.7% | +128.8% | +136.8% |
| 3M | +190.0% | +14.0% | +176.0% | +178.5% |
| 6M | +157.2% | +3.3% | +153.9% | +159.4% |
| YTD | +388.2% | -5.4% | +393.6% | +413.6% |
| 1Y | +467.0% | -13.3% | +480.3% | +527.5% |
| All | +38.1% | +24.3% | +13.8% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling