+30.1%
MRNA vs VLTO
+25.1%
+5.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -2.6% |
| 7D | -10.1% | -2.6% | -7.5% | -7.8% |
| 30D | +126.7% | -2.5% | +129.2% | +136.4% |
| 3M | +184.1% | +10.1% | +174.0% | +177.1% |
| 6M | +143.3% | +1.0% | +142.3% | +147.6% |
| YTD | +359.9% | -4.8% | +364.6% | +380.8% |
| 1Y | +454.2% | -9.3% | +463.5% | +495.5% |
| All | +30.1% | +25.1% | +5.0% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling