+36.1%
MRNA vs VMC
+18.8%
+17.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.9% |
| 7D | -1.1% | -3.8% | +2.7% | +1.1% |
| 30D | +126.1% | -9.7% | +135.8% | +140.1% |
| 3M | +190.0% | -9.6% | +199.7% | +206.0% |
| 6M | +157.2% | -4.8% | +162.1% | +163.8% |
| YTD | +388.2% | -10.9% | +399.1% | +409.1% |
| 1Y | +467.0% | -15.6% | +482.6% | +506.6% |
| 3Y | +36.1% | +19.3% | +16.8% | +28.1% |
| All | +36.1% | +18.8% | +17.3% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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