+34.6%
MRNA vs VLTO
+26.2%
+8.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.8% |
| 7D | -9.0% | -1.6% | -7.5% | -7.7% |
| 30D | +137.2% | -2.9% | +140.0% | +146.7% |
| 3M | +194.8% | +12.7% | +182.1% | +183.0% |
| 6M | +167.2% | +1.6% | +165.6% | +170.1% |
| YTD | +375.9% | -4.0% | +379.8% | +393.5% |
| 1Y | +465.2% | -10.2% | +475.3% | +508.9% |
| All | +34.6% | +26.2% | +8.4% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling